Associate Relationship Manager

He/She is responsible as the primary service contact for BDO PB clients. Tasked to engage with them on deepening relationships as well as assist the Relationship Manager in administrative areas covering the latter’s effort in customer on-boarding, account servicing, transaction processing, report generation and sales/account information management.

The Responsibilities We Will Trust You With Are

• Serves the BDO PB clients on their Wealth Management banking needs
• Develops strong customer relationships and builds customer loyalty through consistent delivery of accurate and timely service
• Supports cross –selling and referral efforts to contribute to overall administrative sales support as needed
• Ensures proper documentation of all transactions and all sales documents and forms are properly reviewed and verified
• Tracks sales and statistics to generate business reports, as needed
• Acts as back-up Relationship Manager in the event the RM is not available to ensure the efficient & continuous delivery of services to clients
  
  

• Graduate of a four-year business/ management related course; fresh graduates with good scholastic records are welcome to apply.
• Preferably with relevant experience of frontline service
• With good oral and written communication skills, numerical aptitude, planning and organizing skills; service oriented; attention to details; ability to relate well to people at all levels; inherent aptitude for sales; focused on getting work done.