Associate Relationship Manager

BDO Unibank; Iloilo City; On-site; PHP 350,000 - 550,000; Full time

Job summary

BDO Unibank is seeking an Assistant Relationship Manager to support Private Bankers in onboarding clients and handling account servicing. You will process transactions, generate reports, and manage accounts for Wealth Management clients.

The role requires 1–2 years of related experience, a degree (preferably Business), and strong MS Office and communications skills. You will be office-based in Iloilo City and contribute to compliant, well-documented client files.

Qualifications

• Minimum 1–2 years of relevant work experience as Assistant Relationship Manager.
• Bachelor's degree holder, preferably in Business.
• Proficient in MS Office; excellent oral and written communication.
• Strong organizational skills.

Responsibilities

• Serves BDO Private Bank clients for Wealth Management needs.
• Acts as back-up Private Banker when Sr Private Banker unavailable.
• Ensures sales compliance and proper documentation of transactions for audit-readiness.
• Maintains client files/documents in compliance with Data Privacy Act.
• Performs additional duties as assigned.

Education

Bachelor's degree, preferably Business

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