Wealth Relationship Manager & Advisor

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

Job summary

BDO Unibank, Inc. in the Philippines is seeking a Relationship Manager within Wealth Management to build deep client relationships and offer expert financial guidance. You will assess client backgrounds, investment needs, and objectives, delivering tailored wealth management solutions.

Engage with clients to provide ongoing financial advice, coordinate with internal teams for comprehensive offerings, and maintain high service standards while adhering to regulatory requirements.

Qualifications

• Bachelor's degree in finance, economics, business administration, or related field.
• Strong understanding of financial markets, investments and wealth management principles.
• Experience in relationship management serving high-net-worth clients is preferred.
• Ability to develop innovative financial solutions and manage multiple projects.

Responsibilities

• Build and maintain long-term client relationships with wealth management solutions.
• Profile clients to assess background, investment needs and financial objectives.
• Collaborate with internal teams to offer comprehensive financial solutions.
• Provide ongoing financial advice and guidance while staying compliant with regulations.

Skills

Relationship management

Financial acumen

Client profiling

Communication

Education

Bachelor's degree in finance/economics/business

Tools

CRM software

Job description

BDO Unibank, Inc. in the Philippines is seeking a Relationship Manager within Wealth Management to build deep client relationships and offer expert financial guidance. You will assess client backgrounds, investment needs, and objectives, delivering tailored wealth management solutions.

Engage with clients to provide ongoing financial advice, coordinate with internal teams for comprehensive offerings, and maintain high service standards while adhering to regulatory requirements.