Regional Wealth Planner & Philanthropy Advisor

BDO Unibank; Metro Manila; Sur place; PHP 2 500 000 - 3 500 000; Plein temps

Résumé du poste

BDO Unibank seeks a senior wealth planning advisor to support private banking clients in the Philippines. You will partner with Relationship Managers to craft holistic wealth plans, covering trusts, succession, philanthropy and governance, while coordinating with external advisors and trustees.

The role requires extensive regional collaboration, regulatory and tax awareness, and the ability to develop thought leadership materials for client engagement. Travel across the region is expected.

Qualifications

• Bachelor’s degree in finance, law, accounting or related field.
• STEP/TEP qualification preferred for deeper expertise.
• CFP or CPA designation is advantageous.

Responsabilités

• Provide wealth planning support to the Philippines market on trusts, succession, governance, philanthropy and intergenerational wealth transfer.
• Partner with Relationship Managers to identify client needs and opportunities.
• Deliver training on wealth planning and philanthropy to RM teams.
• Coordinate introductions to approved external advisors and trustees per policies.
• Develop regulatory, tax and market insights relevant to wealth planning and philanthropy.
• Create client marketing pitches and internal training materials.
• Contribute to AuM, NNM, revenue and wealth planning targets.
• Organize events and thought leadership initiatives to engage clients.

Connaissances

Wealth planning

Private banking

Relationship mgmt

Regulatory knowledge

Formation

Bachelor’s degree in finance/law/accounting

STEP/TEP qualification preferred

CFP/CPA advantageous

Description du poste

BDO Unibank seeks a senior wealth planning advisor to support private banking clients in the Philippines. You will partner with Relationship Managers to craft holistic wealth plans, covering trusts, succession, philanthropy and governance, while coordinating with external advisors and trustees.

The role requires extensive regional collaboration, regulatory and tax awareness, and the ability to develop thought leadership materials for client engagement. Travel across the region is expected.