Wealth Specialist

Industry Category	Accounting / Finance	Position	General / Cost Accounting
Recruitment Department		Number Of Recruits	several
Work Location	Metro Manila (NCR) Makati	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	College Diploma	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-09-23	Valid Until	Valid for a long time

The Role

As a Wealth Specialist, you are responsible for assisting the Wealth Managers by providing administrative and logistical support. You will coordinate with branches and different units of the Bank regarding customers’ requests, complaints, and transactions.

How you'll contribute

Prepares the necessary documentation related to account opening, maintenance, and investment transactions for customers. Ensures completeness and accuracy of such before submission to relevant units of the Bank.Prepares simple MIS and reports for management review.Ensures proper system and file maintenance of customer records.Signature-verifies forms signed by the customer before submission to relevant units.Acts as Wealth Team’s RCSA point person to comply with regulatory requirements.Adheres to prescribed policies and procedures, internal control, and regulatory provisions of government and private agencies.

What we’re looking for

College graduate with Bachelor's Degree in Business Administrations, Finance, Accountancy, Commerce, and any other related coursesPreferably with 2-3 years of relevant experience in banking, financial technology, clerical/administrative tasksWith knowledge of bank processes, policies, and regulationsMust have good organizational skillsMust be attentive to details, should be service-oriented, and with ability to multi-task

About Security Bank We are the Philippines’ largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021—Best Bank in the Philippines.We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them to feel valued and empowered.Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.In our constant pursuit of excellence and improvement, we create teams that support our business and each other.