Associate Account Officer

BDO Securities Brokerage Sales offers investment services to the Mass Affluent customer base of the Bank. Account Officers are mapped to customers for them to manage and deepen customer relationships with as a single point of contact for their investment

needs. They will be directly responsible for interfacing and engaging with customers on a day -to -day basis as well as liaise with branches and other business units on customer referrals. Key activities include sales, customer service, and administration.

The Associate Account Officer (AAO) is primarily responsible for supporting the Account Officer (AO) or Senior Account Officer (SAO) as the service contact for BDO Securities Brokerage clients of the Center. He/ She is tasked to engage with them on deepening relationship management and to assist the AO/SAO in administrative areas covering the latter’s efforts in customer on-boarding,

account servicing, transaction processing, report generation, and sa...