Wealth Relationship Manager — Client Advisory

BDO Unibank; Cebu City; On-site; PHP 500,000 - 800,000; Full time

Job summary

BDO Unibank is seeking dynamic and experienced Relationship Managers to join our Wealth Management group in Cebu City. The role involves partnering with clients to achieve their financial goals while providing expert investment advice.

The ideal candidate will possess a Bachelor's degree and relevant experience in relationship management, particularly with high-net-worth clients, demonstrating strong analytical capabilities and effective communication skills.

Qualifications

• Bachelor's Degree holder or graduate of a four-year or five-year course.
• Understanding of financial markets, investment products, and wealth management principles.
• Relevant work experience in relationship management focusing on investments.

Responsibilities

• Understand client preferences and provide proactive wealth management solutions.
• Meet and exceed customer expectations to build long-term relationships.
• Collaborate with internal teams to offer comprehensive financial solutions.

Skills

Client relationship management

Financial market understanding

Investment product knowledge

Analytical abilities

Communication skills

Education

Bachelor's Degree in finance, economics, business administration, or related field

Job description

BDO Unibank is seeking dynamic and experienced Relationship Managers to join our Wealth Management group in Cebu City. The role involves partnering with clients to achieve their financial goals while providing expert investment advice.

The ideal candidate will possess a Bachelor's degree and relevant experience in relationship management, particularly with high-net-worth clients, demonstrating strong analytical capabilities and effective communication skills.