Associate Relationship Manager

About BDO

BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer‑focused services. Build your career with a trusted industry leader.

Job Summary

The Assistant Relationship Manager is the primary service contact of clients. He/She will be responsible for supporting the Private Banker or Relationship Manager on customer onboarding, account servicing, transaction processing, report generation and account management.

Responsibilities:

• Serves the BDO Private Bank clients on their Wealth Management banking needs


• Acts as back-up Private Banker in the event the Sr Private Banker is not available to ensure the efficient and continuous delivery of services


• Works closely with the Sr Private Banker to ensure sales compliance and proper documentation of all transactions to be audit-ready


• Maintains and safe keeps client files/documents in accordance with the Data Privacy Act


• Performs other functions that may be assigned from time to time

Qualifications:

• Bachelor's Degree holders, preferably Business course graduates


• With at 1 to 2 years related work experience working as an Assistant Relationship Manager


• Preferably with SEC Phase 1 and Phase 2 (FIMS) certification


• Proficient in using MS Office applications


• Excellent oral and written communication skills


• Effective organizational skills