Associate Relationship Manager

BDO Unibank, Inc.; Muntinlupa; On-site; PHP 500,000 - 700,000; Full time

Job summary

BDO Unibank, Inc. is seeking an Associate Private Banker to support Private Bankers in onboarding clients, processing transactions, and maintaining reports. The role focuses on delivering timely service in line with bank policies and regulatory requirements while assisting in cross-selling and referrals to Sr.

PB/PB. The candidate will work onsite at multiple locations and engage with high-net-worth clients to deepen relationships, ensuring seamless service delivery and compliance across

Qualifications

• Bachelor's degree in a business-related field preferred.
• Experience in frontline service is an advantage.
• Proficient verbal and written communication with a sales inclination.
• Efficient planning and organization skills.
• 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

Communication skills

Sales inclination

Planning and organization

Numerical aptitude

Education

Bachelor's degree

Business-related degree

Job description

Job Description:

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 a 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 latters 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:

• Bachelors 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
• Greenhills
• Ortigas
• Makati
• Binondo
• Alabang

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.