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Associate Private Banker

🏢
BDO Life
📍 Manila, Philippines
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Location Manila
📅
Posted June 04, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

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 Sr. Private Banker /Private Banker 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 Private Bank...

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    📍 Location Details

    🌆
    City
    Manila
    🗺️
    Country
    Philippines
    🚗
    Commute
    Local Area

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