Wealth Management Assistant | Relationship Support

BDO Unibank, Inc.; Iloilo City; On-site; PHP 420,000 - 660,000; Full time

Job summary

BDO Unibank, Inc. in Iloilo City seeks an Assistant Relationship Manager to support Private Banker on onboarding, account servicing, and transaction processing. The role serves as the primary service contact for Wealth Management clients and assists with documentation and reporting needs.

You will work closely with the Sr Private Banker to ensure compliance, maintain organized client records, and uphold Data Privacy Act requirements for audit readiness.

Qualifications

• Bachelor's degree required in Business or related field.
• 1–2 years of experience as Assistant Relationship Manager or similar role.
• Proficient in MS Office applications; strong communication and organizational skills.

Responsibilities

• Acts as primary service contact for BDO Private Bank clients; supports onboarding and account servicing.
• Back-up Private Banker to ensure continuous service delivery.
• Ensures sales compliance and proper documentation of all transactions for audit readiness.
• Maintains client files and documents in accordance with the Data Privacy Act.

Skills

Oral and written communication

Organizational skills

Education

Bachelor's degree in Business or related

Tools

MS Office

Job description

BDO Unibank, Inc. in Iloilo City seeks an Assistant Relationship Manager to support Private Banker on onboarding, account servicing, and transaction processing. The role serves as the primary service contact for Wealth Management clients and assists with documentation and reporting needs.

You will work closely with the Sr Private Banker to ensure compliance, maintain organized client records, and uphold Data Privacy Act requirements for audit readiness.