Wealth Relationship Manager: Elevate Client Wealth

BDO Unibank; Makati; On-site; PHP 700,000 - 900,000; Full time

Job summary

BDO Unibank is seeking a Relationship Manager to partner with clients in achieving their financial goals. The role requires expertise in financial markets, investment products, and wealth management principles, ensuring excellent customer service and long-lasting relationships.

The ideal candidate should have a Bachelor's degree and relevant experience in relationship management, particularly with high-net-worth individuals. The position is on-site in Metro Manila with potential locations including Makati, Quezon City, and Ortigas.

Qualifications

• Bachelor's Degree holder or graduate of a four‑year or five‑year course in finance, economics, business administration, or mathematics.
• Relevant work experience in relationship management focused on investments.
• Ability to develop innovative financial solutions.

Responsibilities

• Understand client preferences to provide wealth management solutions.
• Recommend suitable investment products and solutions.
• Provide ongoing financial advice and guidance.

Skills

Understanding of financial markets

Excellent interpersonal skills

Analytical abilities

Problem-solving skills

Education

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

Job description

BDO Unibank is seeking a Relationship Manager to partner with clients in achieving their financial goals. The role requires expertise in financial markets, investment products, and wealth management principles, ensuring excellent customer service and long-lasting relationships.

The ideal candidate should have a Bachelor's degree and relevant experience in relationship management, particularly with high-net-worth individuals. The position is on-site in Metro Manila with potential locations including Makati, Quezon City, and Ortigas.