Robi Mansueto brings over a decade of experience in consumer and preferred banking, with expertise in investment services, client relationship management, and financial product sales. She has held key roles at the Bank of the Philippine Islands and CIMB Securities (Singapore), where she managed high-net-worth clients and oversaw investment, loan, and securities transactions. With a strong background in client onboarding, compliance, and risk management, Robi has ensured strict adherence to regulatory standards throughout her career.
Expertise
Business and consumer banking
Fintech platforms
Traditional and online banking
Financial services
Education
Bachelor’s degree in Business Management from the University of the Philippines
Highlights
Delivered tailored financial solutions based on client needs.
Strengthened compliance by ensuring KYC, AML, and CDD checks during client onboarding.
Enhanced efficiency in processing margin trading, CFD applications, and foreign exchange transactions.
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