Associate Relationship Manager

BDO Unibank, Inc.; Cebu City; On-site; PHP 350,000 - 650,000; Full time

Job summary

BDO Unibank, Inc. is seeking an Assistant Relationship Manager in Cebu City to support Private Bank clients with onboarding, account servicing, and transaction processing. You will assist the Private Banker and ensure accurate reporting and compliance.

You will contribute to client satisfaction by maintaining organized files and adhering to data privacy standards, while showcasing strong communication and organizational skills.

Qualifications

• Bachelor's degree holders, preferably Business course graduates.
• With at 1 to 2 years related work experience working as an Assistant Relationship Manager.
• Preferably with SEC Phase 1 and Phase 2 (FIMS) certification.
• Proficient in using MS Office applications.
• Excellent oral and written communication skills.
• Effective organizational skills.

Responsibilities

• Serves the BDO Private Bank clients on their Wealth Management banking needs.
• Acts as back-up Private Banker in the event the Sr Private Banker is not available to ensure the efficient and continuous delivery of services.
• Works closely with the Sr Private Banker to ensure sales compliance and proper documentation of all transactions to be audit-ready.
• Maintains and safe keeps client files/documents in accordance with the Data Privacy Act.
• Performs other functions that may be assigned from time to time.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Education

Bachelor's degree in Business or related

SEC Phase 1 and Phase 2 (FIMS) certification

Tools

MS Office

Job description

Job Description

About BDO

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise\"We Find Ways,\" we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

Job Summary

The Assistant Relationship Manager is the primary service contact of clients. He/She will be responsible for supporting the Private Banker or Relationship Manager on customer onboarding, account servicing, transaction processing, report generation and account management.

Responsibilities

• Serves the BDO Private Bank clients on their Wealth Management banking needs
• Acts as back-up Private Banker in the event the Sr Private Banker is not available to ensure the efficient and continuous delivery of services
• Works closely with the Sr Private Banker to ensure sales compliance and proper documentation of all transactions to be audit-ready
• Maintains and safe keeps client files/documents in accordance with the Data Privacy Act
• Performs other functions that may be assigned from time to time

Qualifications

• Bachelors Degree holders, preferably Business course graduates
• With at 1 to 2 years related work experience working as an Assistant Relationship Manager
• Preferably with SEC Phase 1 and Phase 2 (FIMS) certification
• Proficient in using MS Office applications
• Excellent oral and written communication skills
• Effective organizational skills