Private Banking Associate & Client Relations Lead

BDO Unibank; Quezon City; On-site; PHP 300,000 - 540,000; Full time

Job summary

BDO Private Bank in the Philippines is seeking an Associate Private Banker to engage with high net worth clients, deepen relationships, and assist senior bankers with onboarding, account servicing, and transaction processing.

The role supports the SPB/PB and may act as backup in peak periods, contributing to AUM growth through cross-selling and referrals while ensuring compliance with bank policies and regulatory requirements.

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

Responsibilities

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

Skills

Verbal and written communication

Sales orientation

Planning and organization

Numerical aptitude

Education

Bachelor's degree

Job description

BDO Private Bank in the Philippines is seeking an Associate Private Banker to engage with high net worth clients, deepen relationships, and assist senior bankers with onboarding, account servicing, and transaction processing.

The role supports the SPB/PB and may act as backup in peak periods, contributing to AUM growth through cross-selling and referrals while ensuring compliance with bank policies and regulatory requirements.