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- ...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,...
- ...sense of professionalism and relationship building for self and team #LI-DNI Location: PHL Makati City - Makati Rec Hub, GF-BPI Philam Life Building Language Requirements: Time Type: Full time If you are a California resident, by submitting your...
- ...veteran status, disability status or any other legally protected characteristic. 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,...
- ...the monthly closing activities for AP. Verifies all fund transfers settlements related to AP & Treasury & Investment transactions (BPI BDO CITI SMBC SCB HSBC). Handle review completeness documents required for Vendor set-up in SAP. Handles review of all CWTs/...
- ...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 (...
- ...performance, and continuous evolution of the customer self-service portal, AIA+, ensuring the platform provides value to AIA PH and BPI AIA. The incumbent will champion digital transformation initiatives that enhance customer experience, drive operational efficiency, and...
- ...to foster a sense of professionalism and relationship building for self and team#LI-DNILocation:PHL Makati City - Makati Rec Hub, GF-BPI Philam Life BuildingLanguage Requirements:Time Type:Full time**If you are a California resident, by submitting your information, you...
- ...inspiring a better future, read on.****About the Role**The job is primarily responsible for developing business opportunities for the BPI agency banking partner referrals (digital platforms and brick and mortar partners). This includes, scoping, identifying, providing...
- ...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...
- ...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 Private Wealth Relationship Manager is primarily accountable for managing BPI Private Wealth (PW) accounts/clients and growing the volume and revenue of his/her clients. Responsibilities ~ Manages Private Wealth accounts: Ensures adherence to the account's...
- ...IT Project Manager (Banking / ISG) Client: BPI (Banking & Financial Services) Engagement Type: Full-time, Project-Based Deployment: Onsite / Client-facing Replacement Role: Yes (Existing deployed resource) Role Overview The IT Project Manager will provide...
- ...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...
- ...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...
- The Legal Officer will provide proactive, timely, and strategic legal guidance to the BPI Group of Companies. This role is responsible for assisting in the preparation, review, structuring and design of bank documents, agreements, and contracts across various business...
- ...industry, and company-level analysis. The position is also responsible in communicating economic and market developments, as well as BPI Wealth's outlook and investment strategies to internal and external stakeholders (e.g., clients' board of trustees/directors, senior...
- ...Group Company: BANK OF THE PHILIPPINE ISLANDS Designation: CREDIT MANAGER Office Location: Makati (BPI BUENDIA CENTER) Position description: The Credit Manager is primarily responsible in assisting the Credit Operations Department Head in maintaining a healthy...
- The Brand Strategy Head creates a strong BPI brand that will be the foundation for a differentiated brand imagery that delights stakeholders, delivered in identified points of presence, whether online or offline, consistent, and conforming to standards, while at the same...
- ...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...
- ...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...
- ...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,...
- ...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...
- ...experience as a service or operations assistant servicing large corporate clients and/or related areas or disciplines. Has undergone the BPI Officership Training Program. Highly knowledgeable in credit and lending, operations, credit policies, risk management and...
- The Portfolio Officer is responsible for driving the BPI Core mass market segment strategy – develop marketing and business strategies and identification of opportunities for initiating and implementing relevant programs to deepen client's relationship and increase client...
- ...oversees the overall management of the channel which is focused on promoting brand awareness and enhancing customer experience using the BPI ATM Network through relevant ATM and CAM project and providing strategic direction on general channel/switch administration. Job...
- ...with internal teams, bank counterparts, and external stakeholders while promoting financial literacy and encouraging participation in BPI Wealth's trust and investment management solutions. Responsibilities Finds new clients in line with target market criteria,...
- ...Partners with customer fulfilment departments throughout the lifecycle of the project. Contributes to process and work improvements viz BPI, collaborative teams, and standard methodology sharing. Ensures data quality, completeness, timeliness and service metrics are met...
- ...laws and regulations in coordination with the affected units to identify the residual risk exposure in accordance with the approved BPI Compliance System Manual and mitigating controls to prevent or avoid risk of non-compliance; Conduct the periodic compliance independent...
- ...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...
