Private Banking Associate: Client Relationships & Onboarding

BDO Unibank; Makati; On-site; PHP 279,000 - 446,400; Full time

Job summary

BDO Unibank is seeking an Associate Private Banker to provide support for our Senior Private Bankers in managing high net worth clients. The role includes preparing proposals, maintaining reports, and ensuring all client documents are complete.

The ideal candidate has a Bachelor’s Degree, preferably in a business-related field, and should possess strong communication skills along with a sales inclination. This position requires on-site work in Metro Manila, Makati.

Qualifications

• Bachelor's Degree holders, preferably Business-related course.
• Work-related experience is an advantage.
• Relevant experience in frontline service preferred.
• 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 inclination

Planning and organization

Numerical aptitude

Education

Bachelor's Degree preferably in Business-related course

Job description

BDO Unibank is seeking an Associate Private Banker to provide support for our Senior Private Bankers in managing high net worth clients. The role includes preparing proposals, maintaining reports, and ensuring all client documents are complete.

The ideal candidate has a Bachelor’s Degree, preferably in a business-related field, and should possess strong communication skills along with a sales inclination. This position requires on-site work in Metro Manila, Makati.