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Associate Relationship Manager

Company

BDO Unibank

Location

angeles, pampanga

Posted

May 28, 2026

Position Overview

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 involve a Senior Private Banker (SPB) or Private Banker (PB) who is directly responsible for interfacing with clients on a day-to-day basis 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 poli...

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