Institutional Banking Relationship Lead

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

Job summary

BDO Unibank, Inc. is seeking an IBG Relationship Manager to manage institutional client relationships and develop new business opportunities in the Philippines. The role emphasizes understanding clients’ needs and delivering BDO products and services to support growth.

The RM will lead account planning, monitor credit risk, and ensure timely, compliant proposals and documentation. Strong communication and analytical skills are essential for success.

Qualifications

• Bachelor's degree in Finance, Business Management/Administration, Accounting, or Economics.
• Preferably with at least two years' experience as a Relationship Manager.

Responsibilities

• Manage and develop client relationships to increase utilization of bank products and services.
• Cross-sell to clients and address concerns/complaints promptly.
• Formulate client Account Plans and monitor portfolio credit risk.
• Prepare credit proposals and present to committees for approval.
• Ensure proper documentation and timely monitoring of maturities and renewals.

Skills

Client acquisition

Credit analysis

Business development

Negotiation

Verbal communication

Business writing

Time management

MS Office

Education

Bachelor's degree in Finance/Business/Accounting/Economics

Tools

RM tools

Job description

BDO Unibank, Inc. is seeking an IBG Relationship Manager to manage institutional client relationships and develop new business opportunities in the Philippines. The role emphasizes understanding clients’ needs and delivering BDO products and services to support growth.

The RM will lead account planning, monitor credit risk, and ensure timely, compliant proposals and documentation. Strong communication and analytical skills are essential for success.