Head

Date:  Aug 20, 2025
Location: 

Makati City, National Capital Region, PH

Business Unit:  BDO Private Bank, Inc.
Department:  Sales Operations

Duties and Responsibilities: 

1. establish and maintain a unified database of investment products for all wealth units.

2. oversee the implementation of product risk rating and matching with customer profile procedures

3. establish guidelines for due diligence of new investment products (including asset transfers)

4. conduct periodic review and assessment of approved portfolio allocation

5. assist in the formulation and implementation of doing business guidelines and standards for wealth practices. 

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: 22678