Associate Relationship Manager

BDO Unibank; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Private Bank, Inc. seeks a Private Banker to interface with high net worth clients and manage daily client interactions. The Associate Private Banker supports onboarding, servicing, and transaction processing to ensure smooth service delivery.

The role emphasizes deepening client relationships, adherence to bank policies, and assisting in AUM growth through cross-selling and referrals. Onsite presence is required at multiple locations.

Qualifications

• Bachelor's Degree holders, preferably Business-related course.
• With work related experience an advantage.
• Preferably with relevant frontline service experience.
• Proficient verbal and written communication skills with an Inclination in sales.
• Efficient planning and organization skills.
• Skilled in Numerical aptitude.

Responsibilities

• Send project proposals and set appointments with prospective clients.
• Prepare and maintain records and reports.
• Ensure receipt of complete pertinent documents.

Skills

Verbal written communication

Sales inclination

Planning and organizing

Numerical aptitude

Customer service experience

Education

Bachelor's degree (Business-related preferred)

Job description

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Business Unit: BDO Private Bank, Inc.

Department:

BDO Private Bank offers wealth management services to high net worth and ultra high net worth individuals in their investments/ succession planning, generational wealth transfer strategies and its execution for philanthropic & estate planning goals.

The Private Bank sales/ service model entail a Senior Private Banker (SPB) or Private Banker (PB) who is directly responsible for interfacing with clients on a day to day and are supported by an Associate Private Banker (APB)/ Associate Relationship Manager who is the primary service contact for BDO PB clients.

As a primary service contact, he/she is tasked to engage with them on deepening relationships as well as assist the Sr PB/ PB in administrative areas covering the latter's effort in customer on-boarding, account servicing, transaction processing, report generation, and sales/ account information management. He/she is expected to deliver in a timely manner and in alignment with prescribed bank policies and procedures, internal control, external regulatory requirements and compliance to service standards. He/she assist in developing AUM through cross-selling and account referrals to Sr. PB/ PB.

In the absence of of SPB/ PBN, the Associate Private Banker/ Associate Relationship Manager may act as the backup PB to ensure the efficient, seamlessly consistent and continuous delivery of services to clients.

Responsibilities:

• Send project proposals and set appointments with prospective clients
• Prepare and maintain records and reports
• Ensure receipt of complete pertinent documents

Qualifications:

• Bachelor's Degree holders, preferably Business-related course
• With work related experience an advantage
• Preferably with relevant experience of frontline service
• Proficient verbal and written communication skills with an Inclination in sales
• Efficient planning and organization skills
• Skilled in Numerical aptitude

The candidate must be willing to work onsite in any of the following available locations below:

• QC
• Makati
• Binondo

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.

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