Strategic Wealth Relationship Manager

BDO Unibank; Metro Manila; On-site; PHP 600,000 - 1,100,000; Full time

Job summary

BDO Unibank’s Wealth Management division seeks dynamic Relationship Managers to partner with clients in achieving financial goals and provide expert investment guidance.

The role focuses on profiling clients, understanding markets, recommending suitable wealth solutions, and building long-term relationships. Onsite work in Quezon City, Greenhills, Ortigas, Binondo, Makati or Alabang is required.

Qualifications

• Bachelor's degree in finance, economics, business administration, or a related field.
• Experience in wealth management or investments, serving high-net-worth clients preferred.
• Ability to develop innovative financial solutions and manage multiple projects.
• Strong interpersonal skills and client relationship building.
• Understanding of financial markets, investment products, and regulatory changes.

Responsibilities

• Profile clients to understand background, motivations, and investment needs.
• Recommend suitable investment products and wealth management solutions.
• Provide ongoing financial advice and address client inquiries.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Build and maintain long-term client relationships and networks.
• Stay updated on market trends and regulatory changes.
• Meet or exceed customer service expectations.

Skills

Relationship management

Interpersonal skills

Communication skills

Analytical thinking

Problem solving

Teamwork

Business development

Client profiling

Regulatory awareness

Networking

Education

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

Job description

BDO Unibank’s Wealth Management division seeks dynamic Relationship Managers to partner with clients in achieving financial goals and provide expert investment guidance.

The role focuses on profiling clients, understanding markets, recommending suitable wealth solutions, and building long-term relationships. Onsite work in Quezon City, Greenhills, Ortigas, Binondo, Makati or Alabang is required.