Relationship Manager

The Responsibilities we will trust you with are:

• Actively identify, develop and convert business opportunities from new and existing clients
• Demonstrate an in-depth understanding of clients’ business and source of wealth generation
• Ensure coverage of all relationships through client engagement, risk profiling and financial planning
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
• Help clients achieve broad financial/investment goals related to the creation and management of wealth
• Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
• Plan and prioritize activities to maximize revenue growth and client satisfaction
• Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
• Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

Your Qualifications and Your Experiences should be:

• At least 3-5 years of extensive and proven experience in Private Banking covering the Philippine Market
• Strong partnership, customer relationship management, and sales skills
• Excellent understanding of financial markets and products
• Strong interpersonal skills, forward looking and self-driven
• Effective problem-solving and decision-making
• Strong initiative and resourcefulness
• Good in teamwork and collaboration
• Language competency in Filipino and Hokkien would be an advantage

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: 11944