SG Onboarding Officer

Date:  Apr 29, 2026

Location: 

Makati City, National Capital Region, PH

Business Unit:  BDO Private Bank, Inc.

Department: 

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)

Others

• Monitors/Sends out reminders to Private Banking FO on document deficiencies
• Reviews and sends out original documents to SG for transmittal
• Monitor compliance to policies/guidelines/directives.
• Perform other duties that may be assigned by Management.
• Respond and trouble shoot issues related to client and account creation and maintenance
• Preparation and report generation related to client/account creation and maintenance
• Trigger requirement for document review to FO and monitor its status

QUALIFICATIONS:

• Bachelors degree holder
• at least 3 years of experience in Wealth, Banking, or any Financial Institutions

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