Wealth Management Associate Relationship Manager

BDO Unibank, Inc.; Compostela; On-site; PHP 420,000 - 720,000; Full time

Job summary

BDO Unibank, Inc. in Cebu City, Philippines, seeks an Associate Relationship Manager to support Private Bank clients within Wealth Management. You will assist in onboarding, account servicing, and transaction processing while ensuring a smooth client experience.

You will act as back-up Private Banker when needed and partner with the Sr Private Banker to ensure sales compliance and audit-ready documentation. Strong data privacy practices and organizational skills are essential.

Qualifications

• Bachelor's degree or higher in business or related field.
• 1–2 years related work experience as an Assistant Relationship/Relationship Manager.
• Proficient in MS Office applications.
• Excellent oral and written communication skills.
• Effective organizational skills.

Responsibilities

• Serves BDO Private Bank clients on Wealth Management needs.
• Acts as back-up Private Banker when Sr Private Banker unavailable.
• Works with Sr Private Banker to ensure sales compliance and proper documentation for audit-readiness.
• Maintains client files/documents in accordance with Data Privacy Act.
• Performs other functions as assigned.

Skills

MS Office

Oral communication

Written communication

Organizational skills

Customer service mindset

Education

Bachelor's Degree in Business or related

SEC Phase 1 and Phase 2 (FIMS) certification

Job description

BDO Unibank, Inc. in Cebu City, Philippines, seeks an Associate Relationship Manager to support Private Bank clients within Wealth Management. You will assist in onboarding, account servicing, and transaction processing while ensuring a smooth client experience.

You will act as back-up Private Banker when needed and partner with the Sr Private Banker to ensure sales compliance and audit-ready documentation. Strong data privacy practices and organizational skills are essential.