Relationship Manager

BDO Unibank, Inc.; Cebu City; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

BDO Unibank, Inc. is seeking experienced Relationship Managers to partner with clients in Wealth Management, helping them achieve financial goals and providing expert guidance on investments and financial planning.

You will profile clients, stay current on markets and products, collaborate with teams to deliver tailored wealth solutions, and build lasting relationships through proactive advice and exceptional service.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field.
• Certifications and licenses as required for the role.
• Understanding of financial markets, investment products, and wealth management principles.
• Experience in relationship management focused on investments and business development.
• Ability to develop innovative financial solutions and manage multiple projects.
• Strong interpersonal skills and ability to build trust with clients.
• Analytical, problem-solving abilities, and decisive mindset.

Responsibilities

• Profile and understand client preferences, goals, and financial needs to offer wealth management solutions.
• Stay updated on financial markets, products, and regulatory changes to provide timely advice.
• Recommend suitable investment products and solutions.
• Meet client expectations with excellent service and proactive guidance.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Build and maintain a network to advance business goals.

Skills

Interpersonal skills

Analytical thinking

Problem-solving

Communication

Client relationship

Team collaboration

Education

Bachelor's degree in finance, economics, business administration or related field

Relevant certifications/licenses as required

Job description

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Job Description: Professional/Relationship Managers

Our Wealth Management group is looking for dynamic and experienced Relationship Managers who will partner with our clients in achieving their financial goals and provide expert advice on various financial matters.

The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

As a Relationship Manager, you are expected to have the role's identified competencies and responsibilities:

Business and Client Management

• Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
• Understand financial markets, investment products, and wealth management principles
• Recommend suitable investment products and solutions.
• Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients

Customer Experience

Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization. Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions

Customer Relationship Management

Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performance.

Developing Strong Partnerships

Collaborate with internal teams to offer comprehensive financial solutions to clients

• Establish and maintain network of associations and organizations that can help advance the achievement of business goals
• Help the company meet its financial objectives through personalized financial planning

Professionalism, Personal Credibility and Integrity

Exemplifies integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices

Teamwork and Collaboration

Ability to work in teams and collaborate to achieve shared business goals. Able to promote mutual trust and respect within the team.

Effective Communication

Ability to communicate with clarity and purpose, explain information accurately and concisely

• Ability to engage in productive and meaningful conversations with clients and colleagues

Change Management

Able to deal positively with change, being agile and resilient in addressing an ever-changing environment.

The Qualifications and Experiences you should have:

• Bachelor's Degree holder or graduate of a four-year or five-year course (A degree in finance, economics, business administration, or a related field in mathematics)
• Relevant certifications and licenses as required of the role.
• Understanding of financial markets, investment products, and wealth management principles
• Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
• Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
• Excellent interpersonal skills and the ability to build trust and rapport with clients
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset

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