Relationship Manager (Evergreen)

BDO Unibank; Cebu City; On-site; PHP 500,000 - 800,000; Full time

Job summary

BDO Unibank is seeking dynamic and experienced Relationship Managers to join our Wealth Management group in Cebu City. The role involves partnering with clients to achieve their financial goals while providing expert investment advice.

The ideal candidate will possess a Bachelor's degree and relevant experience in relationship management, particularly with high-net-worth clients, demonstrating strong analytical capabilities and effective communication skills.

Qualifications

• Bachelor's Degree holder or graduate of a four-year or five-year course.
• Understanding of financial markets, investment products, and wealth management principles.
• Relevant work experience in relationship management focusing on investments.

Responsibilities

• Understand client preferences and provide proactive wealth management solutions.
• Meet and exceed customer expectations to build long-term relationships.
• Collaborate with internal teams to offer comprehensive financial solutions.

Skills

Client relationship management

Financial market understanding

Investment product knowledge

Analytical abilities

Communication skills

Education

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

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 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)
• 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