About this role
Job Mandate
BDO Private Bank offers wealth management services to high net worth and ultra high net worth individuals in their investment/succession planning, generational wealth transfer strategies and its execution for philanthropic & estate planning goals.
The Private Bank sales/service model entail a Senior Private Banker (SPB) or Private Banker (PB) who is directly responsible for interfacing and engaging with clients on a day to day and are supported by an Associate Private Banker (APB) who is responsible as the primary service contact for BDO PB clients. The Associate Private Banker may be assigned at least 2-3 SPB/PB as support, depending on one’s rank, tenure, and experience.
As a primary service contact, he/she is tasked to engage with them on deepening relationships as well as assist the Sr. PB /PB in administrative areas covering the latter’s effort in customer on-boarding, account servicing, transaction processing, report generation, and sales/account information management. He /She is expected to deliver in a timely manner and in alignment with prescribed bank policies and procedures, internal control, external regulatory requirements, and compliance to service standards. He/She assist in developing AUM through cross-selling and account referrals to Sr. PB/PB.
In the absence of the SPB/PB, the Associate Private Banker may act as the back-up PB to ensure the efficient, seamlessly consistent, and continuous delivery of services to clients.
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: 26169
Other facts
About BDO Unibank
BDO is a full-service universal bank in the Philippines. It provides a complete array of industry-leading products and services including Lending (corporate and consumer), Deposit-taking, Foreign Exchange, Brokering, Trust and Investments, Credit Cards, Corporate Cash Management, and Remittances in the Philippines. Through its local subsidiaries, the Bank offers Leasing and Financing, Investment Banking, Private Banking, Rural Banking, Life Insurance, Insurance Brokerage, and Stock Brokerage services.
BDO's institutional strengths and value-added products and services hold the key to its successful business relationships with customers. Its branches remain at the forefront of setting high standards as a sales- and service-oriented, customer-focused force. BDO has one of the largest distribution networks, with more than 1,600 operating branches and over 4,500 ATMs nationwide.
Through selective acquisitions and organic growth, BDO has positioned itself for increased balance sheet strength and continuing expansion into new markets. As of 30 June 2022, BDO is the country's largest bank in terms of total resources, customer loans, deposits, and assets under management.
BDO is a publicly listed company (PLC), with its shares currently being traded at the Philippine Stock Exchange under the symbol “BDO”.
BDO Unibank is regulated by the Banko Sentral ng Pilipinas. https://www.bsp.gov.ph
For concerns, please visit any BDO branch near you or reach us through any of the channels listed in the Consumer Assistance page of our website: https://www.bdo.com.ph/consumer-assistance.
Deposits are insured by PDIC up to P1 Million per depositor.
The BDO, BDO Unibank and other BDO-related trademarks are owned by BDO Unibank, Inc. All Rights Reserved.
What you'll do
- The Associate Relationship Manager serves as the primary service contact for clients, assisting Senior Private Bankers with customer on-boarding, account servicing, and transaction processing. They are also responsible for deepening client relationships and supporting the development of assets under management through cross-selling.
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