Strategic Wealth Relationship Manager

BDO Unibank, Inc.; Cebu City; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

BDO Unibank, Inc. is seeking experienced Relationship Managers to partner with clients in Wealth Management, helping them achieve financial goals and providing expert guidance on investments and financial planning.

You will profile clients, stay current on markets and products, collaborate with teams to deliver tailored wealth solutions, and build lasting relationships through proactive advice and exceptional service.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field.
• Certifications and licenses as required for the role.
• Understanding of financial markets, investment products, and wealth management principles.
• Experience in relationship management focused on investments and business development.
• Ability to develop innovative financial solutions and manage multiple projects.
• Strong interpersonal skills and ability to build trust with clients.
• Analytical, problem-solving abilities, and decisive mindset.

Responsibilities

• Profile and understand client preferences, goals, and financial needs to offer wealth management solutions.
• Stay updated on financial markets, products, and regulatory changes to provide timely advice.
• Recommend suitable investment products and solutions.
• Meet client expectations with excellent service and proactive guidance.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Build and maintain a network to advance business goals.

Skills

Interpersonal skills

Analytical thinking

Problem-solving

Communication

Client relationship

Team collaboration

Education

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

Relevant certifications/licenses as required

Job description

BDO Unibank, Inc. is seeking experienced Relationship Managers to partner with clients in Wealth Management, helping them achieve financial goals and providing expert guidance on investments and financial planning.

You will profile clients, stay current on markets and products, collaborate with teams to deliver tailored wealth solutions, and build lasting relationships through proactive advice and exceptional service.