431 Private Banking jobs in the Philippines

Job Title:
Private Banking Head – Hong Kong Market

Location:
Hong Kong (or currently in Manila with willingness to relocate to Hong Kong)

Job Summary:

The Private Banking Head will lead the bank's private banking business for the Hong Kong market, driving growth and strengthening client relationships with high-net-worth individuals (HNWIs), family offices, and business leaders. The role requires a strong network in Hong Kong and deep expertise in wealth management, investment advisory, and relationship management.

Key Responsibilities:

• Lead business development and client acquisition initiatives in the Hong Kong private banking market.
• Manage and expand relationships with HNWIs, ultra-HNWIs, family offices, and key stakeholders.
• Provide strategic direction for wealth management solutions, investment advisory, and estate planning.
• Oversee a team of relationship managers and ensure delivery of high-quality client service.
• Ensure compliance with regulatory requirements in Hong Kong and BDO Unibank standards.
• Represent the bank in high-level business, client, and industry engagements.

Qualifications:

• Strong professional network and client connections in the Hong Kong financial and private banking market.
• Proven track record in private banking, wealth management, or investment advisory
• Previous work experience in Hong Kong private banking/financial institutions; currently based in Hong Kong (or Manila with willingness to relocate to Hong Kong)
• Strong leadership, people management, and business development skills.
• Deep understanding of investment products, global markets, and wealth solutions.
• Excellent communication and relationship management skills, with cross-cultural adaptability.

Private Banking Relationship Manager – Davao City

Location:
Davao City, Philippines

Employment Type:
Full-time

About the Role

As a Private Banking Relationship Manager at BDO, you will be responsible for managing and growing relationships with high-net-worth individuals (HNWIs) and affluent clients. You will provide personalized financial advisory, deliver investment and wealth management solutions, and ensure clients receive exceptional service tailored to their unique financial goals.

Key Responsibilities

• Manage and expand a portfolio of high-net-worth clients by delivering personalized financial solutions.
• Identify client needs in wealth preservation, growth, succession, and protection, and recommend appropriate banking, investment, and insurance products.
• Act as a trusted advisor, providing market insights and investment advice aligned with clients' financial objectives and risk profiles.
• Cross-sell and up-sell private banking products and services, ensuring achievement of business and revenue targets.
• Build strong networks and partnerships to generate new business opportunities.
• Ensure compliance with BDO's internal policies and BSP/AML regulations in all client transactions.
• Work closely with product, investment, and operations teams to deliver seamless end-to-end client servicing.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• At least 3–5 years of experience in banking, wealth management, investment advisory, or relationship management.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication, presentation, and interpersonal skills.
• Proven track record in managing affluent/HNWI clients and achieving sales or revenue targets.
• Licensed or willing to secure relevant certifications (e.g., SEC, insurance, trust operations) is an advantage.

What We Offer

• Competitive compensation package with performance incentives.
• Comprehensive health, insurance, and retirement benefits.
• Professional training and development in wealth management and private banking.
• Opportunity to be part of the country's leading private banking team, with strong support for career growth.

Job Description

● Be the primary point of contact between the respective customers and Lirunex.

● Develop a deep understanding of partners' and traders' respective markets, competitive analysis and partner strategies for growth.

● Build a pipeline of new potential partners; Social.

● Forum / Channel participation.

● Ensure compliance and adherence of business, regulatory and brand guidelines.

● Manage existing customer relationships and co-ordinate issue resolution, and participate in related industry and partner events.

● Leading digital activities: content creation and customer engagement for customer acquisition, activation, and retention.

● Maintaining a positive, empathetic and professional attitude toward customers at all times.

Job Requirements

● 1 years and above of work experience in Forex industries in the discipline of sales and customer services focusing on client acquisition, business development and client retention.

● Experience in B2B or B2C Key Accounts / Business Development / Sales function/ Financial advisor.

● Stock/ Forex/ Fund Management/ Unit Trust/ CFDs products knowledge is big plus.

● Excellent communication skills both verbal and written in English and Malay.

● Track record of achieving and exceeding sales targets.

● Personal Key Trait to be Successful in the Position.

● Strong communication and interpersonal skills both in spoken and written in native language as well as English language.

● Dynamic with an ability to take initiative, solve problems and deliver results and ultimately able to ensure delivery of sales targets on a monthly and quarterly basis.

● Good communication and interpersonal skills and ability to bring humor to the team would be ideal.

● Excellent in prioritizing and multi-tasking in a demanding environment.

● Ambitious and always looking for opportunities to take on bigger responsibilities and learning opportunities

About The Role
As a Relationship Manager, you will solicit and manage accounts within the target market of the Banking Centers Group. Ensures desired profitability is achieved vis-a-vis the risk profile of the accounts.

How you'll contribute

• Assesses loan portfolio using proper account management strategies in order to ensure satisfactory credit quality of assigned accounts.
• Maximizes earning potential and business growth from existing accounts through effective use of account planning, account profitability, and risk management tools to achieve the desired return on the handled loan portfolio.
• Cross-sells other bank products to existing accounts based on SBC's available product offerings in order to generate an additional source of fee income.
• Presents loan package of solicited and existing accounts for Credit Committee approval

What we're looking for

• Candidates should have at least 3 years of relevant experience
• Must have knowledge of basic credit processes, account management, and legal documentation; Knowledge of financial analysis and risk assessment
• Should have strong marketing and account solicitation skills and effective negotiation skills
• Must have good interpersonal skills, problem-solving skills, and a strong customer service orientation

About Security Bank
Security Bank is one of the Philippines' best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."

Start your BetterBanking career with us today.

The Role

As a Relationship Manager, you will solicit and manages accounts within the target market of the Commercial Banking Group. Ensures desired profitability is achieved vis-a-vis the risk profile of the accounts.

How you'll contribute

• Assesses loan portfolio using proper account management strategies in order to ensure satisfactory credit quality of assigned accounts.
• Maximizes earning potential and business growth from existing accounts through effective use of account planning, account profitability, and risk management tools to achieve the desired return on the handled loan portfolio.
• Cross-sells other bank products to existing accounts based on SBC's available product offerings in order to generate an additional source of fee income.
• Presents loan package of solicited and existing accounts for Credit Committee approval

What we're looking for

• Candidates should have at least 3 years of relevant experience
• Must have knowledge of basic credit processes, account management, and legal documentation
• Knowledge of financial analysis and risk assessment
• Should have strong marketing and account solicitation skills and effective negotiation skills
• Must have good interpersonal skills, problem-solving skills, and a strong customer service orientation

About Security Bank

Security Bank is one of the Philippines' best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."

Job Purpose:

• Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation
• Build and deepen relationships with partners to drive business
• Help Identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunities
• Create and implement sales strategies / activities

Sales Management

• Meet annual goals / budgets in assigned area/desk (portfolio)
• Develop existing and new client relationships
• Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
• Maintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mix
• Manage and monitor current portfolio to identify cross selling and upselling opportunities
• Ensure product documentation including training modules and client presentation is at all times correct and appropriate
• Maintain good level of knowledge of the Bank's systems and regulatory environment

Partnership Management

• Building and maintaining strong, long-lasting JV relationship with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategies and review current performance.
• Provide professional customer service to achieve high level of partner/customer satisfaction and retention by monitoring partner/customer feedback to ensure constant enhancement of service levels and efficiency
• To drive collaborated actions for MBTC and AXA that will yield to a win-win result for both parties.
• Ensure compliance with Bank's policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures.

Minimum Qualifications:

• Graduate of Bachelor's Degree
• At least 5-7 years work experience with a proven track record in investment sales
• Preferably with experience in
  private wealth
  ,
  private banking
  , or
  investment portfolio management
  of high net-worth clients of financial institutions.
• Relevant banking experience
• Portfolio Management & Risk Management
• Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage
• Knowledge of Microsoft Office Suite (i.e. power point/excel)
• An ability to understand and analyze sales performance metrics and current investment trends.
• Solid customer service attitude with excellent negotiation skills
• Strong communication and team management skills
• Analytical skills with a problem-solving attitude & strong influential skills
• Availability to travel as needed
• Interacts, Collaborates and works well with teams

Qualifications:

• Graduate of Business Administration, Finance, Economics, or any business-related field
• Proven track record of at least 5 years in sales, business development, or relationship management within the financial services industry
• Knowledgeable in financial products, lending principles, and credit risk assessment
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
• Proficient in analyzing market trends, identifying business opportunities, and developing strategies to achieve sales targets
• Detail-oriented with strong organizational and time management skills
• Proficient in MS applications
• Familiar with banking regulations and compliance standards
• Flexible to travel for client visits and business meetings as required

Role Overview:

The Relationship Manager is responsible for growing and developing the existing portfolio and generating new business to expand the company's client base while achieving assigned volume targets.

Specific Duties and Responsibilities:

• Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and similar initiatives.
• Monitor market movements, changes in clients' needs and strategies, and the development of the latest financial products.
• Conduct regular client and plant visits to establish and maintain good working relationships, obtaining first-hand information on account developments.
• Secure all pre-approval requirements necessary to evaluate borrower credit risk profiles.
• Package credit facilities suitable for clients' needs and prepare corresponding credit proposals.
• Ensure timely preparation and submission of marketing write-ups and other credit information for credit evaluation and approval processes.
• Prepare call reports for each client visit or significant account development.
• Conduct periodic reviews and initiate the classification of accounts, particularly those with deteriorating financial or credit standing.
• Ensure receipt of complete documentary requirements before releasing any proceeds to borrowers.
• Ensure all loan or lease availments comply with existing bank policies and Bangko Sentral ng Pilipinas (BSP) regulations.
• Complete the Client Assessment Form as part of the company's Money Laundering and Terrorist Financing Prevention Program and any other related documents required by government regulatory agencies.
• Ensure the absolute confidentiality of records and data gathered from clients.
• Maintain complete and updated documents in credit folders.
• Ensure all information in the Client Information System (CIS) and Account Management System (AMS) is complete, accurate, and updated.
• Coordinate funding requirements and pricing information with the Treasury Division as necessary.
• Perform other assigned tasks as needed.

The Company

Versa Innovations Corp. is a leading Philippine developer and provider of two-way radio communication systems and solutions, specializing in cutting-edge technology for security, corporate, and public safety industries. The company pioneers innovative communication products like NetEdge - the first  Push-to-Talk (PoC) Radio as a Service (RaaS) in the Philippines - designed to future-proof teams' communication needs without heavy upfront investments. Driven by customer obsession and continuous innovation, Versa serves as a trusted partner to premier security agencies and businesses across the country, enabling seamless, scalable communication solutions that grow with their operations.

Main Purpose of the Job

To proactively acquire new B2B clients to generate and maximize new revenues, with the support of Marketing but as a single contributor.

Duties and Responsibilities

• Build and improve relationships with customers, key suppliers and partners.

• Review company practices to ensure clients get maximum satisfaction from their purchases.

• Notify the sales team of new sales and cross-selling opportunities.

• Educate and inform clients about the company's products, services and special offers.

• Attend to client complaints and resolve issues promptly.

• Conduct customer satisfaction surveys and recommend ways of improving client satisfaction.

• Work with internal departments to ensure the company meets clients' expectations.

• Use available digital tools and department procedures to work at speed and cost.

• Create and enforce plans that will help meet the needs of customers.

• Work quickly to address and resolve customer issues.

• Become familiar with the competition to stay ahead of them.

• Encourage high-sales and good customer service practices.

• Help promote and maintain a positive company image.

• Meet weekly, monthly, and quarterly targets as communicated regularly by Supervisor or Senior Management.

• Perform other duties that may be assigned from time to time.

Desired Qualifications

• Work Experience: One (1) year work experience in sales or any related position (for junior role). Three to five (3 to 5) year work experience in sales or any related position (for senior role).

• Level of Knowledge: Bachelor's degree in Business Administration, Marketing, Information Technology, or another related field.

Competencies:

• Core: Customer-centric mindset, proactive problem-solving, and strong communication and interpersonal skills to build and maintain relationships. Must understand customer relationship management (CRM). Is attentive to detail, organized, listens actively, seeks to understand, and possesses solution knowledge. Demonstrates empathy, tenacity (Grit), timely delivery, and integrity. Maintains a clear understanding of responsibilities, goals, and metrics, recognizing the impact of their work on peers' success.

• Functional: Strong communication and interpersonal skills and the ability to build and maintain relationships. Must understand customer relationship management (CRM). Strategic thinker.

This is a full-time, on-site role as a Relationship Manager at UnionBank of the Philippines - Bonifacio Global City Region (Taguig). The role involves acquiring new clients, nurturing and expanding existing relationships, and delivering exceptional customer service. The Relationship Manager will also work closely with cross-functional teams to effectively promote a wide range of banking products and services.