Associate Relationship Manager

BDO Unibank, Inc.; Iloilo City; On-site; PHP 420,000 - 660,000; Full time

Job summary

BDO Unibank, Inc. in Iloilo City seeks an Assistant Relationship Manager to support Private Banker on onboarding, account servicing, and transaction processing. The role serves as the primary service contact for Wealth Management clients and assists with documentation and reporting needs.

You will work closely with the Sr Private Banker to ensure compliance, maintain organized client records, and uphold Data Privacy Act requirements for audit readiness.

Qualifications

• Bachelor's degree required in Business or related field.
• 1–2 years of experience as Assistant Relationship Manager or similar role.
• Proficient in MS Office applications; strong communication and organizational skills.

Responsibilities

• Acts as primary service contact for BDO Private Bank clients; supports onboarding and account servicing.
• Back-up Private Banker to ensure continuous service delivery.
• Ensures sales compliance and proper documentation of all transactions for audit readiness.
• Maintains client files and documents in accordance with the Data Privacy Act.

Skills

Oral and written communication

Organizational skills

Education

Bachelor's degree in Business or related

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
• Proficient in using MS Office applications
• Excellent oral and written communication skills
• Effective organizational skills

Requirements: