Strategic Wealth Relationship Manager

BDO Unibank; Metro Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank’s Wealth Management group seeks a Relationship Manager to partner with clients, understand their financial goals, and provide expert wealth advice. This role focuses on building lasting relationships and delivering tailored investment solutions.

The candidate should have strong communication, client management experience, and the ability to collaborate with internal teams to offer comprehensive financial plans.

Qualifications

• Bachelor’s degree in finance, economics, business, or related field.
• Understanding of financial markets and wealth management principles.
• Experience in relationship management for investments and client development.
• Ability to manage multiple projects and build trust with clients.

Responsibilities

• Profile clients and assess their investment needs.
• Recommend suitable wealth management solutions.
• Provide ongoing financial advice and address client queries and concerns.
• Collaborate with internal teams to offer comprehensive financial plans for clients.
• Maintain professional integrity and comply with regulatory requirements.

Skills

Relationship management

Client profiling

Wealth management

Investment products

Communication

Teamwork

Regulatory ethics

Education

Bachelor’s degree in finance/economics

Job description

BDO Unibank’s Wealth Management group seeks a Relationship Manager to partner with clients, understand their financial goals, and provide expert wealth advice. This role focuses on building lasting relationships and delivering tailored investment solutions.

The candidate should have strong communication, client management experience, and the ability to collaborate with internal teams to offer comprehensive financial plans.