Area：Metro Manila (NCR) Makati
Industry Category：Accounting / Finance
Position：General / Cost Accounting
Department：
Number Of Recruits：several
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：Above 18 years old
Salary Package：Negotiable
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