Associate Relationship Manager

BDO Unibank View all jobs

  • Cebu City, Cebu
  • Permanent
  • Full-time
  • 1 month ago
About BDOBDO 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 easy, reliable, and customer-focused services. Build your career with a trusted industry leader.Job SummaryThe Assistant Relationship Manager is the primary service contact of clients. He/She will be responsible for supporting the Private Banker or Relationship Manager on customer onboarding, account servicing, transaction processing, report generation and account management.Responsibilities:Serves the BDO Private Bank clients on their Wealth Management banking needsActs as back-up Private Banker in the event the Sr Private Banker is not available to ensure the efficient and continuous delivery of servicesWorks closely with the Sr Private Banker to ensure sales compliance and proper documentation of all transactions to be audit-readyMaintains and safe keeps client files/documents in accordance with the Data Privacy ActPerforms other functions that may be assigned from time to timeQualifications:Bachelor's Degree holders, preferably Business course graduatesWith at 1 to 2 years related work experience working as an Assistant Relationship ManagerProficient in using MS Office applicationsExcellent oral and written communication skillsEffective organizational skills

BDO Unibank

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