BDO Private Bank - Associate Relationship Manager

BDO Unibank; Metro Manila; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

BDO Private Bank seeks a candidate for Senior/Associate Private Banker responsibilities in servicing HNW clients. Role involves daily client interfacing, onboarding tasks, account servicing, and cross-selling to deepen client relationships.

Onsite work in Metro Manila is required. The team includes an Associate Private Banker who supports the Senior Private Banker with service delivery, reports, and compliance with bank policies and regulations.

Qualifications

• Bachelor's Degree required, preferably business-related.
• Work experience is an advantage.
• Frontline service experience preferred.
• Proficient verbal and written communication with sales inclination.
• Strong planning, organizational, and numerical abilities.

Responsibilities

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

Skills

Sales-oriented

Customer service

Communication skills

Numerical aptitude

Planning and organization

MS Office proficiency

Education

Bachelor's Degree

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 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: