Private Banking: Associate Relationship Manager

BDO Unibank, Inc.; Philippines; On-site; PHP 420,000 - 780,000; Full time

Job summary

BDO Unibank, Inc. seeks an Associate Relationship Manager in the Philippines to support Private Bank clients. You will serve as the primary service contact, assist in onboarding, account servicing, and documentation, and help drive AUM through cross-selling and referrals.

In this role you will coordinate with Senior Private Bankers, ensure timely delivery of services, and maintain compliance with policies and procedures within a high-touch wealth management environment.

Qualifications

• Bachelor’s degree, preferably business-related.
• Experience in frontline service is an advantage.
• Strong communication and organizational skills.

Responsibilities

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

Skills

Client relationship

Sales inclination

Verbal communication

Written communication

Numerical aptitude

Planning & organizing

Education

Bachelor's degree

Job description

BDO Unibank, Inc. seeks an Associate Relationship Manager in the Philippines to support Private Bank clients. You will serve as the primary service contact, assist in onboarding, account servicing, and documentation, and help drive AUM through cross-selling and referrals.

In this role you will coordinate with Senior Private Bankers, ensure timely delivery of services, and maintain compliance with policies and procedures within a high-touch wealth management environment.