Associate Private Banker - Client Services & Growth

BDO Unibank; Metro Manila; On-site; PHP 500,000 - 900,000; Full time

Job summary

BDO Private Bank is seeking a Senior Private Banker or Private Banker to interface with high net worth clients in Manila. You will deepen relationships, support onboarding, account servicing, and transaction processing in line with bank policies and compliance.

The role is on site in multiple locations, with an Associate Private Banker providing frontline support and helping grow AUM through cross-selling and referrals to the Senior PB/PB.

Qualifications

• Bachelor's Degree holders, preferably Business-related course.
• With work related experience an advantage.
• Preferably with relevant experience of frontline service.
• Proficient verbal and written communication skills 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 aptitude

Planning

Organization

Numerical aptitude

Education

Bachelor's Degree

Job description

BDO Private Bank is seeking a Senior Private Banker or Private Banker to interface with high net worth clients in Manila. You will deepen relationships, support onboarding, account servicing, and transaction processing in line with bank policies and compliance.

The role is on site in multiple locations, with an Associate Private Banker providing frontline support and helping grow AUM through cross-selling and referrals to the Senior PB/PB.