Associate Relationship Manager

Job Mandate 

BDO Private Bank offers wealth management services to high net worth and ultra high net worth individuals in their investment/succession planning, generational wealth transfer strategies and its execution for philanthropic & estate planning goals.

The Private Bank sales/service model entail a Senior Private Banker (SPB) or Private Banker (PB) who is directly responsible for interfacing and engaging with clients on a day to day and are supported by an Associate Private Banker (APB) who is responsible as the primary service contact for BDO PB clients. The Associate Private Banker may be assigned at least 2-3 SPB/PB as support, depending on one's rank, tenure, and experience. 

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/acc...