Associate Relationship Manager

BDO Unibank, Inc.; Philippines; On-site; PHP 420,000 - 780,000; Full time

Job summary

BDO Unibank, Inc. seeks an Associate Relationship Manager in the Philippines to support Private Bank clients. You will serve as the primary service contact, assist in onboarding, account servicing, and documentation, and help drive AUM through cross-selling and referrals.

In this role you will coordinate with Senior Private Bankers, ensure timely delivery of services, and maintain compliance with policies and procedures within a high-touch wealth management environment.

Qualifications

• Bachelor’s degree, preferably business-related.
• Experience in frontline service is an advantage.
• Strong communication and organizational skills.

Responsibilities

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

Skills

Client relationship

Sales inclination

Verbal communication

Written communication

Numerical aptitude

Planning & organizing

Education

Bachelor's degree

Job description

Associate Relationship Manager

Company : Bdo Unibank Job Type : Full Time Quezon City, Philippines JobCopilot will tailor your resume and auto-fill the application

Job Description - Associate Relationship Manager

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

Locations

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

• QC
• Greenhills
• Ortigas
• Makati
• Binondo
• Alabang