💼 Full-Time Position

SG Onboarding Officer

🏢
BDO Life
📍 Manila, Metro Manila, Philippines
📍
Location
Manila, Philippines
📅
Posted
June 07, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

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)

    • ...