Wealth Relationship Advisor

BDO Unibank; Iloilo City; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank is seeking an experienced Relationship Manager in the wealth management space to partner with clients, understand their goals, and provide expert advice on investments and financial planning. You will build long-term client relationships while addressing queries and offering holistic financial solutions.

The role requires a strong understanding of markets, client profiling, and the ability to collaborate with internal teams to deliver tailored wealth management strategies to

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• Relevant certifications and licenses as required for the role.
• Understanding of financial markets, investment products, and wealth management principles.
• Experience in relationship management focused on investments and business development; high-net-worth clients preferred.
• Ability to develop innovative financial solutions and manage multiple projects.
• Excellent interpersonal skills and ability to build trust with clients.
• Strong analytical and problem-solving abilities with quick decision-making.

Responsibilities

• Understand client preferences by profiling and assessing background and investment needs to proactively provide wealth management solutions.
• Understand financial markets and recommend suitable investment products and solutions.
• Stay updated with market trends and regulatory changes to provide accurate advice.
• Meet and exceed customer expectations, providing ongoing financial advice and guidance.
• Manage and optimize interactions with customers to enhance satisfaction and loyalty.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Establish and maintain network of associations to help achieve business goals.
• Demonstrate integrity and adhere to regulatory guidelines in all activities.
• Work in teams to achieve shared goals and promote mutual trust.
• Communicate clearly and concisely with clients and colleagues.

Skills

Relationship management

Investment knowledge

Financial markets

Client profiling

Advisory skills

Communication

Teamwork

Regulatory awareness

Problem solving

Education

Bachelor's degree in finance/economics/business

Relevant licenses/certifications

Job description

BDO Unibank is seeking an experienced Relationship Manager in the wealth management space to partner with clients, understand their goals, and provide expert advice on investments and financial planning. You will build long-term client relationships while addressing queries and offering holistic financial solutions.

The role requires a strong understanding of markets, client profiling, and the ability to collaborate with internal teams to deliver tailored wealth management strategies to