SG Onboarding Officer
Location
makati, metro manila
Job Type
Full-time
Category
Finance
Posted
June 03, 2026
Business Unit: BDO Private Bank, Inc.
The SG Onboarding Officer under BDO Private Bank handles the processing of day-to-day client and account creation/maintenance activities.
Responsibilities
Client/Account Creation
- Reviews completeness of account opening documents received from Private Banking Front Office (SG and PB RM) and/or Branch Banking Group (BBG).
- Ensures approvals are in place from approving authorities for opening of account with incomplete documents/deficiencies.
- Approves notification/confirmation to clients on successful account opening. Preparation and Review of Thank You Letters.
- Builds up client/account level information in SG Systems of Record (Avaloq)
Client/Account Maintenance
- Reviews completeness of account maintenance documents received from Private Banking Front Office (SG and PB RM)
- Processing of client/account level maintenance information in ...