Associate Private Banker

1 day ago

Makati City, National Capital Region, Philippines Personal Full time ₱250,000 - ₱500,000 per year

He/She is responsible as the primary service contact for BDO PB clients. Tasked to engage with them on deepening relationships as well as assist the Sr. Private Banker /Private Banker in administrative areas covering the latter's effort in customer on-boarding, account servicing, transaction processing, report generation and sales/account information management.

The Responsibilities we will trust you with are:

  • Serves the BDO PB clients on their Wealth Management banking needs
  • Develops strong customer relationships and builds customer loyalty through consistent delivery of accurate and timely service
  • Supports cross –selling and referral efforts to contribute to overall administrative sales support as needed
  • Ensures proper documentation of all transactions and all sales documents and forms are properly reviewed and verified
  • Tracks sales and statistics to generate business reports, as needed
  • Acts as back-up Private Banker in the event the Sr. Private Banker/Private Banker is not available to ensure the efficient & continuous delivery of services to clients

Your Qualifications and Your Experiences should be

  • Graduate of a four year business/ management related course; fresh graduates with good scholastic records are welcome to apply
  • preferably with relevant experience of frontline service
  •  with good oral and written communication skills, numerical aptitude , planning and organizing skills; service oriented;  attention to details; ability to relate well to people at all levels; inherent aptitude for sales ; focused on getting work done

You must be willing to be assigned in Binondo, Manila.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability Requisition ID: 10107

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