Manuela Bizarbith Pelicano

Waaia,VIC

Summary

Dynamic and client-oriented professional with 11 years of experience in banking and investment services, specializing in relationship management, process improvement, and tailored financial solutions. Skilled in collaborating with stakeholders, interpreting data to drive decisions, and ensuring compliance with regulatory frameworks. Proven ability to bridge business needs with practical solutions. Currently seeking to bring strong analytical thinking, consultative expertise, and service excellence to a Professional Services Consultant role.

Overview

years of professional experience

Work History

BDO Unibank Inc

Bank Specialist/Marketing Assistant

07.2013 - 08.2024

Job overview

Provided exceptional client service and delivered tailored financial solutions based on individual client profiles and investment goals.
Developed and implemented marketing campaigns to increase awareness and engagement for banking and investment products.
Analyzed financial data and trends to prepare monthly and ad-hoc reports that supported management decision-making.
Managed and nurtured long-term relationships with a diverse portfolio of clients, resulting in increased client retention and satisfaction.
Facilitated end-to-end Unit Investment Trust Fund (UITF) placements, ensuring compliance and timely execution.
Assisted in onboarding new clients by setting up investment accounts and handling documentation with strict attention to accuracy.
Managed dormant accounts, controlled moneys, and trust receipts, ensuring accurate reconciliation and reporting.
Acted as the primary point of contact for resolving account issues and responding to inquiries, enhancing overall client experience.
Collaborated with cross-functional teams to streamline internal processes and reduce operational delays.
Maintained strict adherence to AMLA (Anti-Money Laundering Act) regulations and internal compliance standards through regular audits and training.
Trained and mentored junior staff members, promoting knowledge sharing and consistent service delivery across the team.

ViSCA Foundation for Rural Development (ViFARD)

Reserch Assistant

03.2013 - 09.2013