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Full-time
professional certificate
Posted 1d ago
Apply by Oct 30
~40 hrs/week
Responsibilities
Lead and manage a team of Relationship Managers to achieve sales targets and grow assets under management for high net worth clients. Oversee team performance, ensure regulatory compliance, and drive strategic business growth through effective distribution channels.
Requirements
Requires a minimum of 10 years of banking experience in relationship management or sales, with at least 5 years in a senior management capacity. Must possess specific professional certifications including CACS and CMFAS.
Full job description
A Private Banking Team Head or RM Head leads and manages Relationship Managers to achieve sales targets, grow assets under management, and deliver excellent customer service to high net worth clients through tailored investment strategies and effective team leadership.
Responsibilities
Manage Relationship Managers (RMs) to achieve key performance targets and sales goals
Communicate company goals and business strategies proactively to align team efforts and formulate strategic plans
Follow up on critical updates, clarify team needs, and provide necessary support
Monitor RM performance against targets and implement corrective actions for underperformance
Coach RMs by delivering constructive feedback, guidance, and ongoing support to enhance skills and results
Develop and communicate clear career progression plans to RMs, fostering talent growth within the Bank
Implement measures to build and maintain a strong RM talent pipeline internally
Foster teamwork within the team and across cross-functional groups, resolving conflicts promptly and fairly
Serve as a role model and ambassador for the BDO Brand, exemplifying leadership standards
Champion BDO initiatives actively within the team and the community served
Drive sales growth through effective use of the Center’s distribution channels and support cost management in sales activities
Execute competitive sales and performance strategies including acquisition, cross-selling, market penetration, and client retention
Analyze business results and cascade insights to the team to inform actions
Stay informed on market trends and competitor activities to maintain competitive advantage
Support new product launches and marketing program development and implementation
Lead marketing efforts for branch products and services to increase visibility and sales
Build and maintain strategic relationships within the assigned area to enhance franchise profile and generate new business opportunities
Drive delivery of positive customer experiences by the RM team, ensuring high service standards
Address escalated customer issues or complaints promptly and efficiently
Ensure appropriate escalation of issues to Head Office when necessary
Engage with new or valued customers alongside Relationship Managers to strengthen relationships
Participate in recruitment by referring candidates and conducting interviews for team vacancies
Oversee onboarding processes to integrate new hires effectively into the team
Identify and communicate training and certification needs aligned with sales career development, and monitor compliance with training requirements
Monitor team adherence to Bank policies and regulatory requirements
Support administrative investigations and disciplinary actions involving team members as needed
Oversee team compliance with sales and operational policies to manage risks and achieve excellent audit ratings
Maintain robust Know Your Customer (KYC) standards in accordance with policy and local regulations
Report suspicious or unusual transactions timely as required by regulations
Ensure adherence to appropriate sales practices at all times
Perform additional duties as assigned to support team and organizational goals
Qualifications:
Minimum of 10 years banking experience in relationship management, sales, portfolio management or customer service with exposure to a fast-paced and dynamic business environment where 5 years are in senior management capacity
Proven and successful experience in prospecting and lead generation, leading to a business’s revenue generation and increased productivity as well as experience establishing and managing prospect databases
Proven ability to identify potential for valuable long-term relationships with customers hence encouraging retention of their business and therefore, extended revenue generation and profitability from such revenues
Professional Certification & Licenses: CACS certified CACS I and II, CMFAS certified: M1B, M5, M6, M6A, M8, M8A
#LI-FD1
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: 28998
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.
Offices: 7899 Makati Ave, Makati, National Capital Region 0726, PH
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