Lead Wealth Professional

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

Job summary

BDO Unibank, Inc. is seeking a seasoned Relationship Manager for its Wealth Management group in the Philippines. The role focuses on partnering with clients to achieve financial goals and delivering expert advice on investments and wealth solutions.

You will profile clients, propose suitable products, stay informed on market and regulatory changes, and build lasting client relationships while collaborating with内部 teams to meet business objectives.

Qualifications

• Bachelor's degree in finance, economics, business administration or related field.
• Strong understanding of financial markets and wealth management principles.
• Experience in relationship management focusing on investments and business development. High-net-worth client experience preferred.
• Ability to develop innovative financial solutions and manage multiple projects.
• Excellent interpersonal, analytical and communication skills.

Responsibilities

• Profile and assess client backgrounds, investment needs, and financial objectives to provide wealth management solutions.
• Recommend suitable investment products and stay updated on market trends and regulations.
• Build long-term client relationships and provide ongoing financial guidance.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Promote professionalism, integrity and regulatory compliance.
• Communicate clearly with clients and colleagues and manage change effectively.

Skills

Relationship management

Interpersonal skills

Analytical thinking

Problem solving

Communication

Change management

Teamwork

Education

Bachelor's degree or higher in finance/economics/business

Job description

Job Description:

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. As a Relationship Manager, you are expected to have the roles identified competencies and responsibilities:

Business and Client Management

• Understand client preference by profiling, probing and assessing clients background, motivations, investment needs, financial objectives, 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 results 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 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

Exemplifies 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. Able to 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 Experiences you should have:

• Bachelors Degree holder or graduate of a four‑year or five‑year course (A degree in 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 clientsStrong analytical and problem‑solving abilities with quick decision‑making and a results‑oriented mindset

The 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.