Associate Relationship Manager
Davao City, Davao Region, PH
Job Mandate
BDO Private Bank offers wealth management services to high net worth and ultra high net worth individuals in their investment/succession planning, generational wealth transfer strategies and its execution for philanthropic & estate planning goals.
The Private Bank sales/service model entail a Senior Private Banker (SPB) or Private Banker (PB) who is directly responsible for interfacing and engaging with clients on a day to day and are supported by an Associate Private Banker (APB) who is responsible as the primary service contact for BDO PB clients. The Associate Private Banker may be assigned at least 2-3 SPB/PB as support, depending on one’s rank, tenure, and experience.
As a primary service contact, he/she is tasked to engage with them on deepening relationships as well as assist the Sr. PB /PB in administrative areas covering the latter’s effort in customer on-boarding, account servicing, transaction processing, report generation, and sales/account information management. He /She is expected to deliver in a timely manner and in alignment with prescribed bank policies and procedures, internal control, external regulatory requirements, and compliance to service standards. He/She assist in developing AUM through cross-selling and account referrals to Sr. PB/PB.
In the absence of the SPB/PB, the Associate Private Banker may act as the back-up PB to ensure the efficient, seamlessly consistent, and continuous delivery of services to clients.
BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 26169