Associate Relationship Manager (Evergreen)

Date:  Jun 16, 2026
Location: 

Makati City, National Capital Region, PH

Business Unit:  Human Resources Group
Department:  Sales

BDO Private Bank offers wealth management services to high net worth and ultra high net worth individuals in their investments/ 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 with clients on a day to day and are supported by an Associate Private Banker (APB)/ Associate Relationship Manager who is the primary service contact for BDO PB clients.

 

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 of SPB/ PBN, the Associate Private Banker/ Associate Relationship Manager may act as the backup PB to ensure the efficient, seamlessly consistent and continuous delivery of services to clients.

 

Responsibilities:

  • Send project proposals and set appointments with prospective clients
  • Prepare and maintain records and reports
  • Ensure receipt of complete pertinent documents

 

Qualifications:

  • Bachelor's Degree holders, preferably Business-related course
  • With work related experience an advantage
  • Preferably with relevant experience of frontline service
  • Proficient verbal and written communication skills with an Inclination in sales
  • Efficient planning and organization skills
  • Skilled in Numerical aptitude

 

The candidate must be willing to work onsite in any of the following available locations below:

  • QC
  • Greenhills
  • Ortigas
  • Makati
  • Binondo
  • Alabang