SG Onboarding Officer

BDO Life • Manila, Metro Manila, Philippines • Posted June 13, 2026

Location Manila, Metro Manila

Job Type Full-time

Category Information and Record Clerks

Posted June 13, 2026

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 SG Systems of Records (Avaloq)
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