Associate Relationship Manager

Role Overview

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 entails a Senior Private Banker (SPB) or Private Banker (PB) who directly interfaces and engages with clients on a day‑to‑day basis and is supported by an Associate Private Banker (APB) who is the primary service contact for BDO PB clients.

Responsibilities

As the primary service contact, the Associate Private Banker engages with clients to deepen relationships and assists the Senior or Private Banker with administrative tasks, customer onboarding, account servicing, transaction processing, report generation, and sales/account information management.

The Associate is expected to deliver timely and compliant service in accordance with bank poli...