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Associate Relationship Manager at BDO Unibank

City of Cebu, Cebu, Philippines -

Full Time

Start Date

Immediate

Expiry Date

21 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Onboarding, Account Servicing, Transaction Processing, Report Generation, Account Management, Wealth Management, Sales Compliance, Documentation, Data Privacy, MS Office Applications, Oral Communication, Written Communication, Organizational Skills

Industry

Financial Services

Description

About BDO BDO 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 Summary The 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 needs Acts as back-up Private Banker in the event the Sr Private Banker is not available to ensure the efficient and continuous delivery of services Works closely with the Sr Private Banker to ensure sales compliance and proper documentation of all transactions to be audit-ready Maintains and safe keeps client files/documents in accordance with the Data Privacy Act Performs other functions that may be assigned from time to time Qualifications: Bachelor's Degree holders, preferably Business course graduates With at 1 to 2 years related work experience working as an Assistant Relationship Manager Proficient in using MS Office applications Excellent oral and written communication skills Effective organizational skills

Responsibilities

The Assistant Relationship Manager serves as the primary client contact, supporting the Private Banker with customer onboarding, account servicing, transaction processing, report generation, and overall account management. This role also acts as a backup Private Banker when necessary to ensure continuous service delivery.