Wealth Relationship Manager – Private Banking

BDO Unibank, Inc.; Manila; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Our Wealth Management group seeks dynamic Relationship Managers to partner with clients in achieving financial goals and providing expert advice.

The ideal candidate will bring financial expertise, build long-lasting client relationships, and contribute to helping individuals reach their economic aspirations through personalized financial planning and solutions.

Qualifications

• Bachelor's degree in finance, economics, business or related field.
• Understanding of financial markets and wealth management principles.
• Experience in relationship management focused on investments and business development.
• Ability to develop innovative financial solutions and effectively manage multiple projects.
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.

Responsibilities

• Profile clients’ background and investment needs to proactively provide wealth management solutions.
• Understand financial markets, investment products, and wealth management principles.
• Recommend suitable investment products and solutions.
• Provide ongoing financial advice and guidance, address client queries or concerns and proactively recommend wealth management solutions.
• Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performance.
• Collaborate with internal teams to offer comprehensive financial solutions to clients.
• Establish and maintain a network of associations and organizations to advance business goals.
• Demonstrate integrity, ethical conduct and regulatory compliance.
• Work in teams and promote mutual trust and respect within the team.
• Communicate clearly and engage in meaningful conversations with clients and colleagues.
• Able to deal positively with change, being agile and resilient.

Education

Bachelor's degree in finance/economics/business administration

Job description

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Our Wealth Management group seeks dynamic Relationship Managers to partner with clients in achieving financial goals and providing expert advice.

The ideal candidate will bring financial expertise, build long-lasting client relationships, and contribute to helping individuals reach their economic aspirations through personalized financial planning and solutions.