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- ...This role aims to provide the best customer experience outside the traditional BPI facilities targeting the new to bank customers in the area through agency partnerships. Conceptualizes and implements local client acquisition and sales strategies in partnership with partner...
- The Personal Wealth Investment Advisor is responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment products such as All Unit Investment Trust Funds (UITFs) & Mutual Funds (MFs), Personal Equity & Retirement Account (PERA) products,...
- 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 Head is accountable for (and the voice of) the BPI Core Mass Market Segment – ensuring that all touchpoints – product development / pricing, branding, channels, customer experience – continue to adapt around evolving customer needs. This role will drive...
- ...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...
- The Project Officer is primarily responsible for keeping BPI at the forefront of digital transformation by ensuring on schedule completion of project activities and tasks and certifying that the features and enhancements are precise and within project standard. Responsibilities...
- ...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...
- The Payroll Solutions Manager supports the Payroll Product Head in implementing BPI's payroll services for corporate clients. This involves coordinating with internal teams and external partners to ensure smooth, compliant onboarding and transition processes. Responsibilities...
- The role is primarily responsible for promoting and onboarding clients to the Bank's Digital Channels (mainly VYBE and BPI branded features) via interaction with clients in branches, payroll releases, caravans, and other events. One of Onboarding Associate's key role is...
- This position is primarily accountable for managing BPI Private Wealth (PW) RM Teams and clients in accordance with the goals of the Group/Division. Manages the PW Relationship Managers, CSOs and MAs in accordance with the goals assigned to its team. Manages PW clients...
- The Segment Brand & Customer Experience Officer is accountable for (and the voice of) the BPI Preferred Segment customer – ensure that all touchpoints – product development / pricing, branding, channels, customer experience – continue to adapt around evolving customer...
- This position is primarily responsible for assisting is the operations and administration tasks of the various divisions of BPI Capital Corporation. Responsibilities Frontline/client reception Receiving and assisting clients Answer phone calls and transfer as...
- ...onboarding documentary requirements are submitted and complied. The job also includes ensuring providing accurate data are encoded in BPI Wealth systems based on the account opening requirements. Core Responsibilities: Review and verify documents submitted for...
- ...internal policies, and external regulations Able to communicate basic product features and process to internal and and written communication Certification Requirements: AMLA Trainings / BPI Mandatory Courses, TOAP UCP Certified, PERA Certified, SEC Mutual Fund CIS...
- ...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...
- This position is primarily responsible for growing BPI Credit, Debit and Prepaid Cards' business through various cards' usage programs/campaigns and marketing tie-ups in eCommerce and Essentials, to make BPI Credit, Debit, and Prepaid Card the preferred payment card among...
- ...Customers Determines the ATM user market by doing market surveys, customer feedback surveys and by doing analysis on quantitative BPI transaction data, among others, to help define relevant ATM functionalities and customer's expectations for BPI and outsourced managed...
- ...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,...
- ...Group Company: BPI ASSET MGMT AND TRUST, CORP Designation: PERSONAL WEALTH ADVISOR Office Location: Position description: This position is primarily responsible for growing the volume and revenue of assigned portfolio from BPI Wealth investment products such...
- ..., 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...
- ...Incident Management Department Head is responsible for overseeing and managing all physical security and safety incidents (PSSI) at the BPI Group of Companies. This role ensures the coordination of resolution, immediate handling, and mitigation of incidents affecting the...
- ...Management awareness and appreciation programs for the Business Risk Officers/Subsidiary Risk Officers/Business Risk Coordinators and all BPI Group employees. Assist the ORP Team Head in facilitating the monthly Operational Risk Management Committee (ORMC) meetings,...
- ...responsible for the substantially accurate preparation and timely submission of the monthly/quarterly/annual financial statements of the BPI Group, Parent and Subsidiaries for Management, Board, Ayala Corp, SEC and Audit Committee in accordance with Philippine Financial...
- ...accurate and value-added research in terms of company/sector, macro-economy, quantitative analysis both local and global, to support BPI Wealth's initiatives to diversify and expand investment outlets. It is also their responsibility to provide value-added research to be...
- ...accuracy and financial insight delivery. Participate in cross-functional improvement teams supporting Vertivs Operating System (VOS) and BPI initiatives. Decision-Making Scope Assignments are received in the form of expected results with freedom to determine...
- ...requirements, access points, and onboarding/offboarding workflows. Track and handle IP whitelisting for client access. Partner with the BPI (Business Process Improvement) team to identify and mitigate risks or bottlenecks in the onboarding process. Consistently refine...
- ...annual bonus, free counseling sessions, subscription to e-learning platforms, fitness, wellness and more. What You Will Do As a BPI Analyst, you will help investigate and address process challenges by gathering information, mapping workflows, and supporting...
- ...resolution. Potential to provide professional & courteous training of existing clients over the telephone/ MS Teams. Participate in BPI/Tasks based Project/Program with positive outcome. Engagement and Participation in Certification program. Collaboration with...
- ...Location: Quezon City (BRANCH) Position description: Position aims to provide the best customer experience outside the traditional BPI facilities targeting the new to bank customers in the area thru agency partnerships. Conceptualizes and implements local client...
- ...Benefits Work Setup & Schedule Onsite – Valenzuela City Monday to Friday, 8:00 AM to 5:00 PM Compensation & Benefits Starting Salary: ₱25,000 HMO (Medicard) BPI Salary on Demand Leave Benefits Allowances upon regularization...