Relationship Manager - Roxas City

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

Job summary

BDO Unibank, Inc. in the Philippines seeks a Relationship Manager to oversee the bank’s relationships with existing and prospective clients. You will originate deals, manage loan- and trade-related accounts, and drive revenue toward personal targets.

You will analyze portfolios, present value propositions to sales leads, and ensure full compliance with bank policies and regulatory requirements while delivering excellent client service and cross-selling opportunities.

Qualifications

• Completion of a Bachelor's degree, preferably in business.
• 2–4 years’ experience in client acquisition or investments.
• Strong commercial lending experience.
• Capital market knowledge is an advantage.

Responsibilities

• Solicits, develops and originates new deals and manages the loan‑and‑trade‑related relationship of the 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 skills

Financial analysis

Customer focus

Multitasking under pressure

Education

Bachelor's degree in Business

Job description

About the job

Now interviewing candidates who can start in early 2027!

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 Relationship Manager is responsible for the overall relationship of the Bank with the client. This role generates business from existing and prospect accounts and manages the accounts to ensure attainment of individual business and revenue targets.

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 2 to 4 years' experience in client acquisition and/or investments
• Strong commercial lending experience
• Knowledge in Capital Market products is an advantage

Required Skills

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