Private Banking: Associate Relationship Manager — Client Growth

BDO Unibank; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Private Bank, Inc. seeks a Private Banker to interface with high net worth clients and manage daily client interactions. The Associate Private Banker supports onboarding, servicing, and transaction processing to ensure smooth service delivery.

The role emphasizes deepening client relationships, adherence to bank policies, and assisting in AUM growth through cross-selling and referrals. Onsite presence is required at multiple locations.

Qualifications

• Bachelor's Degree holders, preferably Business-related course.
• With work related experience an advantage.
• Preferably with relevant frontline service experience.
• 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 written communication

Sales inclination

Planning and organizing

Numerical aptitude

Customer service experience

Education

Bachelor's degree (Business-related preferred)

Job description

BDO Private Bank, Inc. seeks a Private Banker to interface with high net worth clients and manage daily client interactions. The Associate Private Banker supports onboarding, servicing, and transaction processing to ensure smooth service delivery.

The role emphasizes deepening client relationships, adherence to bank policies, and assisting in AUM growth through cross-selling and referrals. Onsite presence is required at multiple locations.