Senior Wealth Manager

2 weeks ago

Davao City, Davao, Philippines BDO Unibank Full time

Our Wealth Management group is looking for dynamic and experienced Relationship Managers who will partner with our clients in achieving their financial goals and provide expert advice on various financial matters.

The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

As a Relationship Manager, you are expected to have the role's identified competencies and responsibilities:

Business and Client Management

  • Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
  • Understand financial markets, investment products, and wealth management principles
  • Recommend suitable investment products and solutions.
  • Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients

Customer Experience

Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization. Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions

Customer Relationship Management

Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performance.

Developing Strong Partnerships

  • Collaborate with internal teams to offer comprehensive financial solutions to clients
  • Establish and maintain network of associations and organizations that can help advance the achievement of business goals
  • Help the company meet its financial objectives through personalized financial planning

Professionalism, Personal Credibility and Integrity

Exemplifies integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices

Teamwork and Collaboration

Ability to work in teams and collaborate to achieve shared business goals. Able to promote mutual trust and respect within the team.

Effective Communication

  • Ability to communicate with clarity and purpose, explain information accurately and concisely
  • Ability to engage in productive and meaningful conversations with clients and colleagues

Change Management

Able to deal positively with change, being agile and resilient in addressing an ever-changing environment.

The Qualifications and Experiences you should have:

  • Bachelor's Degree holder or graduate of a four-year or five-year course (A degree in finance, economics, business administration, or a related field in mathematics)
  • Understanding of financial markets, investment products, and wealth management principles
  • Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
  • Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
  • Excellent interpersonal skills and the ability to build trust and rapport with clients
  • Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset

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