Lead Wealth Professional

BDO Unibank; Makati; On-site; PHP 700,000 - 900,000; Full time

Job summary

BDO Unibank is seeking a Relationship Manager to partner with clients in achieving their financial goals. The role requires expertise in financial markets, investment products, and wealth management principles, ensuring excellent customer service and long-lasting relationships.

The ideal candidate should have a Bachelor's degree and relevant experience in relationship management, particularly with high-net-worth individuals. The position is on-site in Metro Manila with potential locations including Makati, Quezon City, and Ortigas.

Qualifications

• Bachelor's Degree holder or graduate of a four‑year or five‑year course in finance, economics, business administration, or mathematics.
• Relevant work experience in relationship management focused on investments.
• Ability to develop innovative financial solutions.

Responsibilities

• Understand client preferences to provide wealth management solutions.
• Recommend suitable investment products and solutions.
• Provide ongoing financial advice and guidance.

Skills

Understanding of financial markets

Excellent interpersonal skills

Analytical abilities

Problem-solving skills

Education

Bachelor's Degree in finance, economics, or related field

Job description

Overview

Our Wealth Management group is looking for dynamic and experienced Relationship Managers who will partner with our clients in achieving their financial goals and provide expert advice on various financial matters.

The ideal candidate will bring their financial expertise and establish long‑lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

Responsibilities

As a Relationship Manager, you are expected to have the role's identified competencies and responsibilities:

Business and Client Management

• Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, and financial situation to proactively provide wealth management solutions.
• Understand financial markets, investment products, and wealth management principles.
• Recommend suitable investment products and solutions.
• Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients.

Customer Experience

Meet and exceed customer expectations, providing excellent service and creating favorable connections that result in building long‑term relationships with the organization. Provide clients with ongoing financial advice and guidance, address their queries or concerns, and proactively recommend wealth management solutions.

Customer Relationship Management

Manage and optimize interactions with customers to enhance satisfaction, loyalty, and business performance.

Developing Strong Partnerships

• Collaborate with internal teams to offer comprehensive financial solutions to clients.
• Establish and maintain a network of associations and organizations that can help advance the achievement of business goals.
• Help the company meet its financial objectives through personalized financial planning.

Professionalism, Personal Credibility and Integrity

Exemplify integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Teamwork and Collaboration

Ability to work in teams and collaborate to achieve shared business goals. Promote mutual trust and respect within the team.

Effective Communication

• Ability to communicate with clarity and purpose, explain information accurately and concisely.
• Ability to engage in productive and meaningful conversations with clients and colleagues.

Change Management

Able to deal positively with change, being agile and resilient in addressing an ever‑changing environment.

Qualifications and Experience

• Bachelor's Degree holder or graduate of a four‑year or five‑year course (e.g., finance, economics, business administration, or a related field in mathematics).
• Understanding of financial markets, investment products, and wealth management principles.
• Relevant work experience in relationship management focused on investments and business development. Experience in serving high‑net‑worth individuals and understanding their unique wealth‑management needs is preferred.
• Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Strong analytical and problem‑solving abilities with quick decision‑making and a results‑oriented mindset.

Candidate must be willing to work onsite in any of the following locations: Quezon City, Greenhills, Ortigas, Binondo, Makati or 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.