Senior Wealth Strategy & Relationship Manager

BDO Unibank; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

BDO Unibank, Inc. is seeking a seasoned Relationship Manager for its Wealth Management group in the Philippines. The role focuses on partnering with clients to achieve financial goals and delivering expert advice on investments and wealth solutions.

You will profile clients, propose suitable products, stay informed on market and regulatory changes, and build lasting client relationships while collaborating with内部 teams to meet business objectives.

Qualifications

• Bachelor's degree in finance, economics, business administration or related field.
• Strong understanding of financial markets and wealth management principles.
• Experience in relationship management focusing on investments and business development. High-net-worth client experience preferred.
• Ability to develop innovative financial solutions and manage multiple projects.
• Excellent interpersonal, analytical and communication skills.

Responsibilities

• Profile and assess client backgrounds, investment needs, and financial objectives to provide wealth management solutions.
• Recommend suitable investment products and stay updated on market trends and regulations.
• Build long-term client relationships and provide ongoing financial guidance.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Promote professionalism, integrity and regulatory compliance.
• Communicate clearly with clients and colleagues and manage change effectively.

Skills

Relationship management

Interpersonal skills

Analytical thinking

Problem solving

Communication

Change management

Teamwork

Education

Bachelor's degree or higher in finance/economics/business

Job description

BDO Unibank, Inc. is seeking a seasoned Relationship Manager for its Wealth Management group in the Philippines. The role focuses on partnering with clients to achieve financial goals and delivering expert advice on investments and wealth solutions.

You will profile clients, propose suitable products, stay informed on market and regulatory changes, and build lasting client relationships while collaborating with内部 teams to meet business objectives.