Private Clients Relationship Officer

Supports the Sales Team through the accurate, timely and smooth execution of trade orders of equities listed in the Philippine Stock Exchange (PSE) and other financial instruments distributed by the Corporation.

Major Responsibilities

• Manages and/or executes the trading orders of institutional, corporate and high net-worth individual clients conscientiously and diligently ensuring accuracy, completeness and timeliness.
• Provide and ensure timely and accurate end‑of‑day confirmation to clients.
• Provides the Customer Experience Department or other concerned teams (e.g. Operations) with accurate and complete information regarding client requests and complaints to ensure that concerns are addressed efficiently.
• Participates actively in business‑related associations and organizations in order to foster goodwill, generate top‑of‑mind awareness, create/re‑enforce relationships and to remain updated on industry developments and initiat...