Relationship Manager, Trust & Investments

BDO Unibank; Makati; On-site; PHP 700,000 - 900,000; Full time

Job summary

A leading full-service bank in the Philippines is seeking a Relationship Manager to oversee account administration and client servicing. The ideal candidate has a Bachelor's degree in Business or a related field, with at least 2 years of experience in account management handling trust products. Strong communication skills and experience in business development are essential. This role offers the opportunity to work with a trusted banking leader, contributing to client success through reliable financial services.

Qualifications

• At least two (2) years’ experience in account management handling trust products.
• Certification from Trust Institute Foundation of the Philippines is preferred.
• Very good written and oral communication skills.

Responsibilities

• Review, monitor, manage and administer all servicing requirements of assigned accounts.
• Deliver volume budget.
• Generate additional funds from presently managed accounts/funds.
• Assist in business development activities to generate new accounts.
• Supervise the work of the Account Officer Assistants.
• Implement and ensure compliance with internal/external audit policies.

Skills

Account management

Client servicing

Business development

Communication skills

Education

Bachelor’s degree in Business or related field

Job description

A leading full-service bank in the Philippines is seeking a Relationship Manager to oversee account administration and client servicing. The ideal candidate has a Bachelor's degree in Business or a related field, with at least 2 years of experience in account management handling trust products. Strong communication skills and experience in business development are essential. This role offers the opportunity to work with a trusted banking leader, contributing to client success through reliable financial services.