Wealth Management Assistant: Client Onboarding Specialist

BDO Unibank, Inc.; Cebu City; On-site; PHP 350,000 - 650,000; Full time

Job summary

BDO Unibank, Inc. is seeking an Assistant Relationship Manager in Cebu City to support Private Bank clients with onboarding, account servicing, and transaction processing. You will assist the Private Banker and ensure accurate reporting and compliance.

You will contribute to client satisfaction by maintaining organized files and adhering to data privacy standards, while showcasing strong communication and organizational skills.

Qualifications

• Bachelor's degree holders, preferably Business course graduates.
• With at 1 to 2 years related work experience working as an Assistant Relationship Manager.
• Preferably with SEC Phase 1 and Phase 2 (FIMS) certification.
• Proficient in using MS Office applications.
• Excellent oral and written communication skills.
• Effective organizational skills.

Responsibilities

• Serves the BDO Private Bank clients on their Wealth Management banking needs.
• Acts as back-up Private Banker in the event the Sr Private Banker is not available to ensure the efficient and continuous delivery of services.
• Works closely with the Sr Private Banker to ensure sales compliance and proper documentation of all transactions to be audit-ready.
• Maintains and safe keeps client files/documents in accordance with the Data Privacy Act.
• Performs other functions that may be assigned from time to time.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Education

Bachelor's degree in Business or related

SEC Phase 1 and Phase 2 (FIMS) certification

Tools

MS Office

Job description

BDO Unibank, Inc. is seeking an Assistant Relationship Manager in Cebu City to support Private Bank clients with onboarding, account servicing, and transaction processing. You will assist the Private Banker and ensure accurate reporting and compliance.

You will contribute to client satisfaction by maintaining organized files and adhering to data privacy standards, while showcasing strong communication and organizational skills.