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- ...report templates required for submission to other departments, the regional office, local management and insurance regulators (AIAPH BPI AIA). Assist in the actuarial and financial estimates / projections / budgets for the different Life operations of the company (AIAPHBPI...
- ...brokerage billings, and liaise with Finance/AP for invoice issues and payments. Handle accreditation renewals (Export, Import, BAI, BPI), marine insurance, claims for damaged goods, and shipment abandonment amendments. Prepare weekly/monthly logistics reports and...
- ...on user requirements, conducts UAT, monitor project budget, ensuring compliance to bank policies, procedures and work instructions of BPI Prepares project timetable, pre and post documentation, and necessary approvals. Executes and oversees post-implementation...
- ...The Loan Advisor serves as a trusted financial partner to clients by providing expert guidance on BPI's retail loan products through digital and remote channels. The role aims to convert qualified leads into successful loan applications by delivering personalized advice...
- ...reviews. Coordinate resubmission of W8 forms and ensure original documents are transmitted to the Serviced Entity. Liaise between BPI, the Serviced Entity, brokers, counterparties, and custodians for investment‑related activities. Review client instructions and...
- ...Company Description BPI AIA Life Assurance Corporation is a joint venture between two industry leaders – the Bank of the Philippine Islands and AIA Philippines. As the top Bancassurance company and second in net income among life insurers in the Philippines for...
- ...Ensures overall product compliance to internal and external policies and regulations, such as but not limited to BSP, Internal Audit, BPI Risk and Compliance. Provides overall direction and strategy for the products including forecasting, planning and marketing of...
- ...that sales targets and critical metrics are met and exceeded. Duties and Responsibilities Promote and maintain the reputation of BPI AIA and its affiliates. Ensure each individual within the team delivers to our committed targets and service levels. Implement...
- ...policies, hiring and growth decisions, and other senior level strategic decision making Collaborate with Business Process Improvement (BPI) team, Information Technology, Cash Management, Accounts Payable, Accounts Receivable, Operations, etc. to automate and improve...
- ...Then read on. About the Role The Bancassurance Sales Executive strives to offer product solutions on financial needs of our BPI customers to ensure achievement of individual and company targets and critical metrics. Promote and maintain the reputation of BPI...
- ...enterprise. adopts innovations into business processes that will generate value, whether financial or non-financial in nature, to the BPI enterprise Creates business requirements and works with Platforms, IT, and support groups to evaluate feasibility, delivery, and...
- ...The Personal Loans Business Development Manager is responsible for driving growth in the non-depositor segment of BPI's Personal Loans business. This role focuses on acquisition strategies through partnerships, lead generation, product feature enhancements, and credit...
- ...multitask ~ Comfort working with multiple groups within business #LI-DNI Location: PHL Makati City - Makati Rec Hub, GF-BPI Philam Life Building Language Requirements: Time Type: If you are a California resident, by submitting your information,...
- ...resubmission of W8 forms, if applicable Ensures that original documents are transmitted to the Serviced Entity Oversees liaison between BPI and the Serviced Entity Reviews client instruction according to BPI IFL's policies and regulations. Oversees the booking,...
- ...documentation completion Coordinate PEME scheduling and background checks with third-party vendors Support BP code enrollment, BPI LOE preparation, and MIS coordination Recruitment Reporting & Governance Prepare and present weekly and overall Talent Acquisition...
- ..., legal and compliance units in the bank. Responsibilities Top Corporate Account Management Serves the banking needs of the BPI's top corporate clients (conglomerates, multinational corporations and large corporate accounts belonging to the top 1000 corporations...
- ...BPI/MS Insurance Corporation is looking for high-potential graduates to join its Management Trainee Program , a structured two-year rotational development program designed to develop future technical leaders in insurance operations. The Management Trainee will...
- ...The Investment Officer is responsible for managing and improving BPI Wealth’s existing product offerings and providing customer specific investment ideas. This include generating new investment ideas and products, restructuring old funds/products, constant dialogue with...
- The Personal Wealth Advisor is primarily responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment product s such as All Unit Investment Trust Funds (UITFs) & Mutual Funds (MFs), Personal Equity & Retirement Account (PERA) products...
- ...Projects Manager is primarily responsible for supporting the development of bank-wide and area specific strategy as per directed by BPI senior management. This role will manage special projects that span over multiple segment areas or do not fall under any specific segment...
- ...customer journey for the assigned Platform Solution Monitor the performance of the assigned Platform Solution, and the connected BPI subsidiary-managed product workflows (e.g. BPI/MS, AIA, BIMI) as applicable, through a governance process to ensure that they comply...
- ...experience. Crafts communications materials that would be effective and customer centric, following the WOCO and customer delight goals of BPI. Coordinates with and acts as BPI's primary contact for consultants and leads customer delight workshops, customer workstream groups,...
- ...The Acquisition Marketing Officer will drive the BPI Core mass market segment strategy in developing marketing and business strategies and identification of opportunities for initiating and implementing relevant programs to acquire new clients for the segment and prevent...
- The Portfolio Officer is accountable for the BPI Mid-Market Segment specific sub- portfolio customer – ensure that all touchpoints – product development / pricing, branding, channels, customer experience – continue to adapt around evolving customer needs. Supports the Customer...
- ...administrative tasks for recruitment process/onboarding, new-hire orientations, and exit interviews. Issue employment contracts and BPI endorsement. Assist with all internal and external HR-related matters. Prepare payroll reports and update the HR reports....
- ...(Bureau for Animal Industry) – for Bow & Wow stores. Accreditation to NMIS(National Meat Inspection Service). Accreditation to BPI (Bureau of Plant Industry). Product Registration to FDA, BAI, NMIS, BPI and other concerned government agencies. As well as other...
- ...documentation. Ensures basic operation and maintenance standards and compliance with health and safety regulations imposed by NMIS, BFAR and BPI. Performs daily inspection of the warehouse. Coordinates and addresses customer inquiries and resolve any issues related to...
- ...The Legal and Compliance Head is a senior leader and strategic business partner responsible for ensuring that BPI MS Insurance operates within a strong legal, regulatory, and governance framework while enabling sustainable growth. Key stakeholders include the Chief Governance...
- ...innovation, profitability, and customer loyalty by nurturing the rewards program, monitoring market trends, and aligning projects with BPI's overall business strategy. Key Responsibilities Ensures delivery of the customer value proposition for the assigned program....
- ...IDfy builds Software as a Service products that run mission-critical functions at large companies such as BDO, Angkas, Smart, RCBC, BPI, GCash, Palawan Pay, Amazon, Gotyme, Foodpanda, Paytm, Unilever, Xendit , HDFC Bank, and Zomato. Did you know that IDfy has verified...
