Associate RM
BDO UnibankSingapore, Singapore • Philippines
Posted September 5, 2025
Full Time
About the Company
BDO Unibank is a full-service universal bank in the Philippines offering a wide range of products including lending, deposits, foreign exchange, and investments. With over 1,600 branches and 4,500 ATMs nationwide, BDO is known for its customer-focused approach and strong distribution network. As the country's largest bank by total resources, BDO continues to expand through acquisitions and organic growth, providing a comprehensive financial services platform.
Job Description
This Associate Relationship Manager role supports the Head of Wealth Management's investment account activities for regulated activities under the Securities and Futures Act (SFA) and Financial Advisers Act (FAA). The role focuses on client relationships, trade execution, and market trends, ensuring clients' investment needs are met efficiently and effectively. The role is an integral part of the office of the President.
Requirements
- Develops and maintains client relationships
- Performs suitability assessments
- Conducts trade execution activities
- Keeps up-to-date on market trends
- Works with internal stakeholders
- Bachelor’s Degree in Finance or related field
- 3+ years' experience in the financial industry
