Relationship Manager

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

Job summary

BDO Unibank is seeking an experienced Relationship Manager in the wealth management space to partner with clients, understand their goals, and provide expert advice on investments and financial planning. You will build long-term client relationships while addressing queries and offering holistic financial solutions.

The role requires a strong understanding of markets, client profiling, and the ability to collaborate with internal teams to deliver tailored wealth management strategies to

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• Relevant 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; high-net-worth clients preferred.
• Ability to develop innovative financial solutions and manage multiple projects.
• Excellent interpersonal skills and ability to build trust with clients.
• Strong analytical and problem-solving abilities with quick decision-making.

Responsibilities

• Understand client preferences by profiling and assessing background and investment needs to proactively provide wealth management solutions.
• Understand financial markets and recommend suitable investment products and solutions.
• Stay updated with market trends and regulatory changes to provide accurate advice.
• Meet and exceed customer expectations, providing ongoing financial advice and guidance.
• Manage and optimize interactions with customers to enhance satisfaction and loyalty.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Establish and maintain network of associations to help achieve business goals.
• Demonstrate integrity and adhere to regulatory guidelines in all activities.
• Work in teams to achieve shared goals and promote mutual trust.
• Communicate clearly and concisely with clients and colleagues.

Skills

Relationship management

Investment knowledge

Financial markets

Client profiling

Advisory skills

Communication

Teamwork

Regulatory awareness

Problem solving

Education

Bachelor's degree in finance/economics/business

Relevant licenses/certifications

Job description

Job Description:

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 roles 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:

• Bachelors 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