Associate Relationship Manager

BDO Unibank; Manila; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

BDO Unibank, Inc. is seeking an Associate Relationship Manager to support Hong Kong’s Wealth Management with day-to-day activities on investment accounts under SFA/FAA.

The role focuses on building strong client relationships, performing suitability assessments, and staying current on market trends and investment products to meet client needs and targets.

Qualifications

• Bachelor’s Degree in Finance, Business Administration or related field with at least 3 years in financial industry.
• Knowledge of wealth management/private banking investment products.
• Client-centric mindset focused on delivering excellent service and retention.
• Able to collaborate with internal stakeholders to improve efficiency and productivity.

Responsibilities

• Develops and maintains client relationships and attends to trade, investment and operational process needs.
• Performs suitability assessments to identify unsuitable or mismatched products as per policy.
• Keeps updated on market trends, risks, and investment products to fulfill client needs.

Skills

Client relationship management

Suitability assessments

Market awareness

Education

Bachelor's Degree in Finance/Business Administration or related field

Job description

Job Description

The Associate Relationship Manager role supports BDO Hong Kong’s Head of Wealth Management with the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.

Duties and Responsibilities

• Develops and maintains client relationships as well as to attend to overall trade, investment and operational process needs
• Perform suitability assessment/s to identify unsuitable or mismatch products and conduct other selling process as regulated by policy and procedures
• Keep updates on market trends, risks, investment products and services to fulfill client investment needs

Qualifications

• Bachelor’s Degree graduate in Finance, Business administration or related disciplines with at least 3 years experience in the financial industry
• Knowledge of wealth management/private banking investment products (experience is highly preferred)
• Possess a client centric mindset aiming to deliver excellent client service and execution enhancing client relationship and retention
• Able to work with internal stakeholders and partners leading to efficiency and productivity

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. Requisition ID: 28181