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.
n 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 a Associate Private Banker (APB)/ Associate Relationship Manager who is the primary service contact for BDO PB clients.
n 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.
n In the absence of of SPB/ PBN, the Associate Private Banker/ Associate Relationship Manager may act as the backup PB to ensure the effective, seamlessly consistent and continuous delivery of services to clients.

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Responsibilities

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- Send project proposals and set appointments with prospective clients
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- Prepare and maintain records and reports
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- Ensure receipt of complete pertinent documents
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Qualifications

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- Bachelor's Degree holders, preferably Business-related course
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- With work related experience an advantage
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- Preferably with relevant experience of frontline service
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- Proficient verbal and written communication skills with an Inclination in sales
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- Efficient planning and organization skills
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- Skilled in Numerical aptitude
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Actively hiring for the following locations

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- Alabang
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- Makati
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- Ortigas
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- Greenhills
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- Quezon City
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- Binondo
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- Singapore
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- Hong Kong
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📌 Associate Relationship Manager (York)
🏢 Bdo Unibank
📍 York