Relationship Manager

BDO Unibank, Inc.; Muntinlupa; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank is seeking an experienced Relationship Manager for our Wealth Management group in Manila. The role focuses on partnering with clients to achieve financial goals and offer expert investment advice. You will build long-lasting relationships while upholding regulatory and ethical standards.

The successful candidate will manage client profiles, understand market trends, and collaborate with internal teams to tailor wealth solutions. Onsite work in Metro Manila is required.

Qualifications

• Bachelor degree in finance, economics, business, or related field.
• Understanding of financial markets and wealth management principles.
• Experience in relationship management, especially with investments and business development.
• 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

• Profile and assess client background, motivations, and investment needs to proactively provide wealth management solutions.
• Understand financial markets, investment products and wealth management principles; recommend suitable products.
• Provide ongoing financial advice, address client queries and proactively suggest wealth management solutions.
• Manage and optimize client interactions to enhance satisfaction and loyalty.
• Collaborate with internal teams to offer comprehensive financial solutions to clients; build partnerships.
• Stay updated with market trends and regulatory changes to provide accurate advice.

Skills

Client management

Relationship building

Communication

Financial knowledge

Teamwork

Analytical thinking

Regulatory knowledge

Education

Finance degree

Economics degree

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)
• 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

The candidate must be willing to work onsite in any of the following locations: Quezon City, Greenhills, Ortigas, Binondo, Makati or Alabang.

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: 28722