Associate Relationship Manager

BDO Unibank, Inc.; Compostela; On-site; PHP 420,000 - 720,000; Full time

Job summary

BDO Unibank, Inc. in Cebu City, Philippines, seeks an Associate Relationship Manager to support Private Bank clients within Wealth Management. You will assist in onboarding, account servicing, and transaction processing while ensuring a smooth client experience.

You will act as back-up Private Banker when needed and partner with the Sr Private Banker to ensure sales compliance and audit-ready documentation. Strong data privacy practices and organizational skills are essential.

Qualifications

• Bachelor's degree or higher in business or related field.
• 1–2 years related work experience as an Assistant Relationship/Relationship Manager.
• Proficient in MS Office applications.
• Excellent oral and written communication skills.
• Effective organizational skills.

Responsibilities

• Serves BDO Private Bank clients on Wealth Management needs.
• Acts as back-up Private Banker when Sr Private Banker unavailable.
• Works with Sr Private Banker to ensure sales compliance and proper documentation for audit-readiness.
• Maintains client files/documents in accordance with Data Privacy Act.
• Performs other functions as assigned.

Skills

MS Office

Oral communication

Written communication

Organizational skills

Customer service mindset

Education

Bachelor's Degree in Business or related

SEC Phase 1 and Phase 2 (FIMS) certification

Job description

Associate Relationship Manager

Company : Bdo Unibank Job Type : Full Time Cebu City, Philippines

Job Description - Associate Relationship Manager

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

• 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