Private Banking: Associate Relationship Manager

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

Job summary

BDO Private Bank seeks a candidate for Senior/Associate Private Banker responsibilities in servicing HNW clients. Role involves daily client interfacing, onboarding tasks, account servicing, and cross-selling to deepen client relationships.

Onsite work in Metro Manila is required. The team includes an Associate Private Banker who supports the Senior Private Banker with service delivery, reports, and compliance with bank policies and regulations.

Qualifications

• Bachelor's Degree required, preferably business-related.
• Work experience is an advantage.
• Frontline service experience preferred.
• Proficient verbal and written communication with sales inclination.
• Strong planning, organizational, and numerical abilities.

Responsibilities

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

Skills

Sales-oriented

Customer service

Communication skills

Numerical aptitude

Planning and organization

MS Office proficiency

Education

Bachelor's Degree

Job description

BDO Private Bank seeks a candidate for Senior/Associate Private Banker responsibilities in servicing HNW clients. Role involves daily client interfacing, onboarding tasks, account servicing, and cross-selling to deepen client relationships.

Onsite work in Metro Manila is required. The team includes an Associate Private Banker who supports the Senior Private Banker with service delivery, reports, and compliance with bank policies and regulations.