Private Wealth Relationship Manager (Greenhills, San Juan)

The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth accounts/clients and growing the volume and revenue of his/her clients.Responsibilities:Ensures adherence to the account’s agreement, investment guidelines, special instructions, internal policies and procedures, and existing banking circulars and trust rules and regulationsReceives notices, instructions, communications, and supporting documents related to the account’s investment and administrative requirements, and coordinates with concerned departments to ensure timely and correct executionRelays client’s instructions such as but not limited to contributions, withdrawals, transfers, and execution of tradesUndertakes periodic visits to high net-worth individuals to maintain, build, and strengthen relationshipsReviews periodically client portfolioProvides investment advice and recommendationAddresses and resolves client concerns and inquiriesActs as alternate officer in the absence of other Private Wealth Relationship ManagerAttends training to improve knowledge, expertise, and skills relevant to work requirementsQualifications:Bachelor’s DegreePreferably with Master’s degree or other further business studiesPreferably with experience in the banking businessKnowledge of the trust business, investments, securities, and financial marketsWell-versed in MS OfficeGood communication, analytical, and presentation skillsWilling to be assigned in Greenhills, San Juan