Associate Relationship Manager

BDO Unibank; Cebu City; In loco; PHP 480.000 - 720.000; Tempo pieno

Descrizione del lavoro

BDO Unibank is seeking an Assistant Relationship Manager to support the Private Banking team in onboarding, account servicing, and transaction processing. You will work closely with the Senior Private Banker to ensure compliance and timely delivery of services to Wealth Management clients.

The role requires a Bachelor's degree in Business, 1–2 years of related experience, and MS Office proficiency. SEC Phase 1/2 certification is preferred, with strong communication and organizational skills.

Competenze

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

Mansioni

• Serves BDO Private Bank clients on Wealth Management needs.
• Back-up Private Banker when Sr Private Banker unavailable.
• Ensure sales compliance and proper documentation of transactions for audit readiness.
• Maintain client files/documents per Data Privacy Act.
• Perform other functions as assigned.

Conoscenze

MS Office

Oral communication

Written communication

Organizational skills

Formazione

Bachelor's degree in Business

SEC Phase 1 & 2 certification

Descrizione del lavoro

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

Requirements: