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 easym reliable, and customer-focused services. Build your career with a trusted industry leader.

BDO's Trust and Investments Group understands that investors may have diverse investment objectives, risk-reward profiles and time horizons so we provide an array of products and services that will suit and support our client's needs.

The Relationship Manager has an important role as the one responsible for the day-to-day account management and/or administration, portfolio mix design, portfolio management/administration, client servicing and profitability of the simple and moderate accounts and funds assigned to him/her.

Duties and Responsibilities:

• Review, monitor, manage and administer all servicing requirements of assigned accounts following policies and guidelines for the proper and efficient management and administration.

• Deliver his/her volume budget.

• Generate additional funds from presently managed accounts/funds.

• Assist in Business Development activities to generate new accounts for Trust via referrals.

• Supervise the work of the Account Officer Assistants.

• Implement and ensure compliance to internal/external audit policies and guidelines covering the accounts under his/her management.

Your Qualifications and Your Experiences should be:

• Bachelor's degree graduate preferable Business course related.

• At least two (2) years' experience in account management handling trust products.

• Certification from Trust Institute Foundation of the Philippines is preferred.

• Have very good written and oral communication skills.

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.