Strategic Relationship Manager, Institutional Banking

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

Job summary

BDO Unibank in Mandaluyong invites applications for an IBG Relationship Manager to oversee and grow relationships with institutional clients. The role focuses on understanding client needs and delivering BDO products and services to meet objectives, driving ADB, revenues and product utilization.

Ideal candidates have a finance/business background and at least two years’ RM experience, with strong analytical and negotiation skills, and proficiency in MS Office.

Qualifications

• Bachelor’s degree in Finance, Business Management/Administration, Accounting, or Economics from a reputable university.
• Preferably with at least two years’ experience as a Relationship Manager or RM Assistant.
• Experience in sales, marketing and account management.

Responsibilities

• Manages and develops client relationships to initiate and increase utilization of bank products and services through cross-selling and ensures client concerns/complaints are addressed in a timely manner.
• Regularly interacts with clients to understand their operations and markets.
• Formulates client Account Plan.
• Monitors and manages credit risk of portfolio by analyzing financial data and other relevant information, and making appropriate recommendations.
• Ensures accuracy and relevance of information provided in conducting timely preparation and completion of credit proposals in line with bank policies; effective presentation to relevant committees to secure approval.

Skills

Client acquisition

Credit analysis

Negotiation

Verbal communication

Business writing

Time management

Advanced Microsoft Office

Education

Bachelor’s degree in Finance/Business/Accounting/Economics

Tools

Microsoft Office

Job description

BDO Unibank in Mandaluyong invites applications for an IBG Relationship Manager to oversee and grow relationships with institutional clients. The role focuses on understanding client needs and delivering BDO products and services to meet objectives, driving ADB, revenues and product utilization.

Ideal candidates have a finance/business background and at least two years’ RM experience, with strong analytical and negotiation skills, and proficiency in MS Office.