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Portfolio Development Manager

2 weeks ago

Manila, National Capital Region, Philippines Bank of the Philippine Islands Full time
Job Description

We are seeking a skilled Portfolio Development Manager to join our team at Bank of the Philippine Islands. In this role, you will be responsible for managing relationships with institutional clients, developing new business opportunities, and ensuring exceptional customer service.

Main Responsibilities:
  • Account Management/Maintenance
    • Increase account penetration by expanding product usage and increasing the amount of funds under management.
    • Fulfill and ensure timely responses to clients' requests for information and other account-related services.
    • Ensure timely portfolio reporting to clients.
    • Update clients on investment strategy, market situation, and portfolio status.
    • Ensure that the Bank's understanding of client's investment objective is updated through regular completion of the Client Suitability Assessment Form, Investment Policy Statement, and other regulatory requirements.
  • Coordinating
    • Communicate directly with clients regarding opportunities to suit their investment requirements and update them on their portfolios.
    • Monitor internal touchpoints and delivery of deliverables with cross-section units.
    • Coordinate with other units/staff on various administrative, clerical, and referral matters.
    • Address clients' reports/complaints and queries in coordination with other departments/units.
    • Request approval requests for fee reduction/amendment and items for exception handling.
    • Prepare investment proposals pertaining to clients' accounts for Investment Committee/Trust Board approval.
  • Prospecting
    • Find new clients in accordance with target market criteria and from affiliates or related companies and referrals of existing clients.
    • Fully understand new clients' investment profile.
    • Assist Business Development Officer through product support such as customized solution design and documentation, joining marketing presentations, and helping close sales deals.
  • Documentation
    • Ensure completeness of account documentation.
    • Maintain individual correspondence files for the various accounts.
    • Perform various administrative functions such as reviewing and approving transactions, disbursements, review of trust provisions, and others.
    • Prepare presentation materials for client calls and briefings.
    • Update account information through minutes/journals.