Wealth Relationship Manager: High-Impact Client Advisory

BDO Unibank, Inc.; Muntinlupa; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank is seeking an experienced Relationship Manager for our Wealth Management group in Manila. The role focuses on partnering with clients to achieve financial goals and offer expert investment advice. You will build long-lasting relationships while upholding regulatory and ethical standards.

The successful candidate will manage client profiles, understand market trends, and collaborate with internal teams to tailor wealth solutions. Onsite work in Metro Manila is required.

Qualifications

• Bachelor degree in finance, economics, business, or related field.
• Understanding of financial markets and wealth management principles.
• Experience in relationship management, especially with investments and business development.
• 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

• Profile and assess client background, motivations, and investment needs to proactively provide wealth management solutions.
• Understand financial markets, investment products and wealth management principles; recommend suitable products.
• Provide ongoing financial advice, address client queries and proactively suggest wealth management solutions.
• Manage and optimize client interactions to enhance satisfaction and loyalty.
• Collaborate with internal teams to offer comprehensive financial solutions to clients; build partnerships.
• Stay updated with market trends and regulatory changes to provide accurate advice.

Skills

Client management

Relationship building

Communication

Financial knowledge

Teamwork

Analytical thinking

Regulatory knowledge

Education

Finance degree

Economics degree

Job description

BDO Unibank is seeking an experienced Relationship Manager for our Wealth Management group in Manila. The role focuses on partnering with clients to achieve financial goals and offer expert investment advice. You will build long-lasting relationships while upholding regulatory and ethical standards.

The successful candidate will manage client profiles, understand market trends, and collaborate with internal teams to tailor wealth solutions. Onsite work in Metro Manila is required.