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Full-time
bachelor degree
Posted 28d ago
Apply by Aug 31
~40 hrs/week
Responsibilities
Acts as the primary service contact for high net worth clients, supporting Senior Private Bankers in administrative tasks and account management. Responsible for deepening client relationships, processing transactions, and assisting in AUM growth through cross-selling.
Requirements
Requires a Bachelor's degree, preferably in a business-related field, with a preference for candidates having frontline service experience. Must possess strong communication skills, numerical aptitude, and an inclination toward sales.
Full job description
BDO Private Bank offers wealth management services to high net worth and ultra high net worth individuals in their investments/ 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 with clients on a day to day and are supported by an Associate Private Banker (APB)/ Associate Relationship Manager who is the primary service contact for BDO PB clients.
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 of SPB/ PBN, the Associate Private Banker/ Associate Relationship Manager may act as the backup PB to ensure the efficient, seamlessly consistent and continuous delivery of services to clients.
Responsibilities:
Send project proposals and set appointments with prospective clients
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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How many Finance & Accounting jobs are open in Makati, Philippines right now?
There are currently 650 open finance & accounting positions in Makati, Philippines listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Makati, Philippines?
Companies currently hiring include BDO Unibank, East West Banking Corporation, Metrobank, The Citco Group Limited, Paynamics, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Makati, Philippines?
Yes — 299 of the 650 open finance & accounting positions offer remote or hybrid work (13 remote, 286 hybrid).
How do I apply for Finance & Accounting jobs in Makati, Philippines?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.