Job Description

He/She is responsible as the primary service contact for BDO PB clients. Tasked to engage with them on deepening relationships as well as assist the Sr. Private Banker /Private Banker in administrative areas covering the latter’s effort in customer on-boarding, account servicing, transaction processing, report generation and sales/account information management.

The Responsibilities we will trust you with are:

  • Serves the BDO PB clients on their Wealth Management banking needs
  • Develops strong customer relationships and builds customer loyalty through consistent delivery of accurate and timely service
  • Supports cross –selling and referral efforts to contribute to overall administrative sales support as needed
  • Ensures proper documentation of all transactions and all sales documents and forms are properly reviewed and verified
  • Tracks sales and statistics to generate business reports, as needed
  • Acts as back-up Private Bank...

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