Relationship Associate

1 day ago

Makati City, National Capital Region, Philippines RCBC Full time
Job Summary

Responsible for servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken.

How will you contribute?
  1. Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms of investments and growth in total assets under management (AUM).
  2. Supports RM with tasks and projects being undertaken.
  3. Provides close coordination with RM regarding client's transaction activities and documentation requirements, investments, placements, and opening of accounts. Checks documents submitted and signed by clients as a result of bookings with Wealth Management.
  4. Ensures completeness and accuracy of documents from clients regarding opening of accounts, loan applications, and investment bookings in compliance with the Bank as well as legal and regulatory requirements (i.e., BSP) such as Know Your Client (KYC) and Anti Money Laundering (AMLA).
  5. Works with the RM in all aspects pertaining to the preparation, development, and completion of each task/project.
  6. Supports and shares in the tasks being carried out by the RM to attend to more important matters.
  7. Maintains and services Wealth Management clients by ensuring correctness, accuracy, and completeness of reports, certificates, balances, advices, confirmations, and other documents delivered to WM clients.
  8. Provides and delivers a high standard level of personalized and efficient service to Wealth Management clients on their banking needs and transactions.
  9. Ensures that client documents are checked, sealed properly, and marked Private and Confidential (if needed or requested by client) before delivery.
  10. Ensures Wealth Management clients are satisfied with the service and attention given.
  11. Constantly updates oneself on the various financial products and investments in the marketplace.
  12. Monitors activities of placements/investments and loan facilities of the WM clients by advising them regarding their maturities and carrying out clients' instructions on booking, rollovers, withdrawals, and other services that may affect their investment/placements.
  13. Updates clients' transactions daily in the Wealth Management system.
  14. Maintains harmonious, trusting, and long-lasting relationships with clients and the Bank and tracks business levels versus targets.
  15. Assists and liaises for WM clients in coordinating with other groups within the Bank as well as with other YGC companies and affiliates.
  16. Ensures prompt and efficient servicing of clients' requirements.
  17. Provides the "extra mile" for WM clients to establish a harmonious and friendly atmosphere yet trustworthy and with professional decorum.
What will make you successful?
  1. College Graduate of any Business course.
  2. Working knowledge of banking operations and policies.
  3. At least three (3) years experience in investment banking.
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