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
- Prepare and maintain records and reports
- Ensure receipt of complete pertinent documents
Qualifications
- Bachelor's Degree holders, preferably Business-related course
- With work related experience an advantage
- Preferably with relevant experience of frontline service
- Proficient verbal and written communication skills with an Inclination in sales
- Effective planning and organization skills
- Skilled in Numerical aptitude
Actively hiring for the following locations:
- Alabang
- Makati
- Ortigas
- Greenhills
- Quezon City
- Binondo
- Singapore
- Hong Kong