Lead Wealth Professional
BDO Unibank, Inc.Makati, Philippines • Quezon City, Philippines • San Juan, Philippines • Mandaluyong, Philippines • Manila, Philippines • Muntinlupa, Philippines
Posted April 6, 2026
Full Time
About the Company
BDO Unibank, Inc. provides equal opportunity to all qualified candidates.
Job Description
Lead Wealth Professional to partner with clients to achieve their financial goals and provide expert advice on various financial matters.
Requirements
- Bachelor's Degree holder or graduate of a four-year or five-year course (A degree in finance, economics, business administration, or a related field in mathematics)
- Understanding of financial markets, investment products, and wealth management principles
- Relevant work experience in relationship management focused on investments and business development
- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
- Excellent interpersonal skills and the ability to build trust and rapport with clients
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset