Relationship Manager

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

Job summary

BDO Unibank, Inc. in the Philippines seeks an IBG Relationship Manager to oversee relationships with existing institutional clients and cultivate new ones, leveraging understanding of clients' business needs to deliver BDO products and services that support their goals.

Key tasks include soliciting and originating deals, analyzing portfolios, presenting value propositions to leads and customers, and ensuring compliance with bank policies and regulatory requirements.

Qualifications

• Completion of Bachelors’ degree, preferably in a Business course
• Minimum two years experience in client acquisition and/or investments
• Working knowledge on financial analysis and credit evaluation for Commercial Lending products is an advantage

Responsibilities

• Solicits, develops and originates new deals and business opportunities from existing and prospective accounts and manages the loan‑and‑trade‑related relationship of his assigned portfolio
• Analyzes current and prospective portfolio and prepares growth and profitability account strategies
• Present value‑proposition to sales leads and current customers
• Ensure compliance with Banks policies, procedures and regulatory requirements

Skills

Communication

Interpersonal

Customer focus

Financial analysis

Credit evaluation

Multitasking

Education

Bachelor's degree

Job description

Job Description:

About BDO

BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer‑focused services. Build your career with a trusted industry leader.

Job Summary

The IBG Relationship Manager (RM) manages the overall relationship of the Bank with existing institutional customers and the development of relationships with prospective clients. The RM leverages on a thorough understanding of the client’s business needs, objectives and financial strategies to effectively and efficiently deliver BDO products and services that support these needs, translating to increased Loan ADB, Revenues and utilization of BDO products.

Key Responsibilities

• Solicits, develops and originates new deals and business opportunities from existing and prospective accounts and manages the loan‑and‑trade‑related relationship of his assigned portfolio
• Analyzes current and prospective portfolio and prepares growth and profitability account strategies
• Present value‑proposition to sales leads and current customers
• Ensure compliance with Banks policies, procedures and regulatory requirements

Qualifications

• Completion of Bachelors’ degree, preferably in a Business course
• Minimum two years experience in client acquisition and/or investments
• Working knowledge on financial analysis and credit evaluation for Commercial Lending products is an advantage

Required Skills

• Strong communication and interpersonal skills
• Strong customer focus
• Strong knowledge on financial analysis and credit evaluation
• Ability to multitask and can work well under pressure

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 28927