Associate Relationship Manager
Makati City, National Capital Region, PH
TO CARRY OUT DUTIES OF AN ASSOCIATE RELATIONSHIP MANAGER ("ARM") WITHIN BDO PRIVATE BANK, WHICH MAY INCLUDE:
CONDUCT CLIENT PORTFOLIO, SECURITY AND MARKET ANALYSIS; PREPARE PORTFOLIO PERFORMANCE; EXECUTE BUY/SELL
TRANSACTIONS, WHICH INCLUDES SETTLEMENT; RESPOND TO CLIENT QUERIES IN A TIMELY MANNER; ASSIST IN CLIENT CASH
MANAGEMENT & PORTFOLIO MANAGEMENT; COORDINATE WITH THE VARIOUS TEAMS WITHIN BDOPB & BDO; ENSURE
CLIENT DOCUMENTATION IS UP TO DATE; BE THE SECONDARY POINT OF CONTACT OF THE CLIENT WITHIN BDO PB; AND
OTHER RESPONSIBILITIES TO SUPPORT THE RELATIONSHIP MANAGER ("RM") IN CLIENT ACQUISITION AND ACTIVE CLIENT MANAGEMENT.