Wealth Relationship Manager & Client Advisor

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

Job summary

BDO Unibank seeks an experienced Relationship Manager for Wealth Management to partner with clients, understand their financial goals, and deliver tailored wealth solutions. You will profile client needs, advise on investments, and foster long-term relationships with high-net-worth individuals.

The role requires strong communication, analytical skills and a proactive mindset to navigate market changes and regulatory requirements while collaborating with internal teams to meet client objectives.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• Understanding of financial markets, investment products and wealth management principles.
• Experience in relationship management with high-net-worth clients is preferred.

Responsibilities

• Profile clients and assess backgrounds, motivations and investment needs to propose wealth management solutions.
• Stay updated on market trends, regulatory changes and investment products to provide timely advice.
• Build and maintain long-term client relationships and deliver ongoing financial guidance.

Skills

Relationship Management

Investment Knowledge

Client Profiling

Communication

Analytical Thinking

Team Collaboration

Education

Bachelor's Degree in Finance/Economics/Business

Job description

BDO Unibank seeks an experienced Relationship Manager for Wealth Management to partner with clients, understand their financial goals, and deliver tailored wealth solutions. You will profile client needs, advise on investments, and foster long-term relationships with high-net-worth individuals.

The role requires strong communication, analytical skills and a proactive mindset to navigate market changes and regulatory requirements while collaborating with internal teams to meet client objectives.