Associate Private Banker & Relationship Specialist

BDO Unibank, Inc.; Muntinlupa; On-site; PHP 500,000 - 700,000; Full time

Job summary

BDO Unibank, Inc. is seeking an Associate Private Banker to support Private Bankers in onboarding clients, processing transactions, and maintaining reports. The role focuses on delivering timely service in line with bank policies and regulatory requirements while assisting in cross-selling and referrals to Sr.

PB/PB. The candidate will work onsite at multiple locations and engage with high-net-worth clients to deepen relationships, ensuring seamless service delivery and compliance across

Qualifications

• Bachelor's degree in a business-related field preferred.
• Experience in frontline service is an advantage.
• Proficient verbal and written communication with a sales inclination.
• Efficient planning and organization skills.
• 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

Communication skills

Sales inclination

Planning and organization

Numerical aptitude

Education

Bachelor's degree

Business-related degree

Job description

BDO Unibank, Inc. is seeking an Associate Private Banker to support Private Bankers in onboarding clients, processing transactions, and maintaining reports. The role focuses on delivering timely service in line with bank policies and regulatory requirements while assisting in cross-selling and referrals to Sr.

PB/PB. The candidate will work onsite at multiple locations and engage with high-net-worth clients to deepen relationships, ensuring seamless service delivery and compliance across