Wealth Management Relationship Manager

BDO Unibank; Muntinlupa; Sur place; PHP 600 000 - 1 000 000; Plein temps

Résumé du poste

BDO Unibank, Inc. is seeking a Relationship Manager for our Wealth Management group in Muntinlupa. You will partner with clients to understand their goals, profile investment needs, and provide expert wealth management advice.

You will build long-lasting relationships, collaborate with internal teams, and help clients achieve their financial objectives with tailored solutions that foster trust and growth.

Qualifications

• Understand client preferences by profiling and assessing clients' background and investment needs.
• Understand financial markets, investment products, and wealth management principles.
• Recommend suitable investment products and wealth management solutions.
• Stay updated with market trends, regulatory changes, and provide timely advice to clients.

Responsabilités

• Profile clients and assess investment needs to proactively provide wealth management solutions.
• Provide ongoing financial guidance and address client queries, proactively recommending wealth solutions.
• Manage and optimize client interactions to enhance satisfaction and loyalty.
• Collaborate with internal teams to offer comprehensive financial solutions.

Connaissances

Business & Client Management

Customer Experience

CRM / Customer Relationship

Developing Strong Partnerships

Professionalism & Integrity

Teamwork & Collaboration

Effective Communication

Change Management

Formation

Bachelor’s degree in Finance / Economics / Business Administration

Description du poste

BDO Unibank, Inc. is seeking a Relationship Manager for our Wealth Management group in Muntinlupa. You will partner with clients to understand their goals, profile investment needs, and provide expert wealth management advice.

You will build long-lasting relationships, collaborate with internal teams, and help clients achieve their financial objectives with tailored solutions that foster trust and growth.