About this role
Our Wealth Management group is looking for dynamic and experienced Relationship Managers who will partner with our clients in achieving their financial goals and provide expert advice on various financial matters.
The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.
Responsibilities:
Business and Client Management
- Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
- Understand financial markets, investment products, and wealth management principles
- Recommend suitable investment products and solutions.
- Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients
Customer Experience
- Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization.
- Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions
Customer Relationship Management
- Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performance.
Developing Strong Partnerships
- Collaborate with internal teams to offer comprehensive financial solutions to clients
- Establish and maintain network of associations and organizations that can help advance the achievement of business goals
- Help the company meet its financial objectives through personalized financial planning
Change Management
- Able to deal positively with change, being agile and resilient in addressing an ever-changing environment.
Qualifications:
- Bachelor's Degree holder or graduate of a four-year or five-year course (A degree in finance, economics, business administration, or a related field in mathematics)
- Understanding of financial markets, investment products, and wealth management principles
- Relevant work experience in relationship management focused on investments and business development.
- Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
- Excellent interpersonal skills and the ability to build trust and rapport with clients
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset
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.
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 Relationship Manager will understand client preferences and provide tailored wealth management solutions. They will also manage client interactions to enhance satisfaction and loyalty.
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