Associate Private Banker — Client Growth & Service

BDO Unibank; Hinoba-an; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

BDO Unibank seeks a relation-focused professional to support Private Bank clients, interfacing daily and coordinating with an APB/Associate Relationship Manager. The role involves onboarding, account servicing, transaction processing, report generation, and cross-selling to deepen client relationships.

Candidates should hold a Bachelor’s degree, with frontline service experience and strong communication skills. Onsite work is required in QC, Makati or Binondo.

Qualifications

• Bachelor's Degree holders, preferably Business-related course.
• With work related experience an advantage.
• Preferably with frontline service experience.
• Proficient verbal and written communication with an inclination in sales.
• Efficient planning and organization skills.
• Skilled in numerical aptitude.

Responsibilities

• Send project proposals and set appointments with prospective clients.
• Prepare and maintain records and reports.
• Ensure receipt of complete pertinent documents.

Skills

Verbal communication

Written communication

Sales inclination

Planning & organization

Numerical aptitude

Education

Bachelor's degree

Job description

BDO Unibank seeks a relation-focused professional to support Private Bank clients, interfacing daily and coordinating with an APB/Associate Relationship Manager. The role involves onboarding, account servicing, transaction processing, report generation, and cross-selling to deepen client relationships.

Candidates should hold a Bachelor’s degree, with frontline service experience and strong communication skills. Onsite work is required in QC, Makati or Binondo.