About BDO Private Bank | BDO Unibank, Inc. (2024)

Our Mission

Our purpose is to help clients meet their financial objectives.

Our goal is to be the best in what we do as individuals and as a firm.

Our ideas should be innovative yet appropriate for our clients’ needs.

Our executions shall be seamless.

Our service should be par excellence.

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Our integrity will not be compromised.

We are BDO Private Bank.

Our Philosophy

We seek to preserve and enhance the value of our clients’ assets by achieving returns that outpace predefined market benchmarks.

We encourage diversification among asset classes and individual securities to mitigate price/market volatility. With these, we seek to grow and protect our clients’ wealth for the enjoyment of their successors and their heirs.

We customize investment strategies to address each client’s unique circ*mstances, as well as specific preferences for income, liquidity, and risk.

Where appropriate, we pursue cross-border investment opportunities to enhance returns and provide additional diversification.

Our Commitment

Our commitment to provide the best financial service to our clients requires us to be prudent in our design for financial solutions. We undertake to render proper due diligence, objective valuation, and full disclosure of material information. Through this process, we apply global standards in creating active markets for instruments we sponsor and offer to our clients.

Our product offerings are based on an open product architecture model, where clients are offered the best available products regardless of provider, an approach geared towards delivering the highest possible returns to each of our client groups.

In all these, we anchor our commitment on a solid base, a sound balance sheet, and a strong team of professionals.

TO CLIENTS

  • Deliver high-value products and quality service
  • Offer innovative solutions to specific needs
  • Provide timely advice and investment/market information

TO SHAREHOLDERS

  • Maximize return on investment
  • Manage our business with the highest professional, ethical, and moral standards
  • Pursue opportunities that improve shareholder value

TO ASSOCIATES

  • Create a responsive environment that promotes teamwork
  • Recognize individual worth and contribution
  • Maintain and enhance the intellectual capital of our associates through rigorous and relevant training and education
About BDO Private Bank | BDO Unibank, Inc. (2024)

FAQs

What do you know about our BDO company? ›

BDO Unibank, Inc. is a full-service universal bank that offers industry-leading products and services including corporate and consumer lending, deposit-taking, foreign exchange, brokering, trust and investments, credit cards, retail cash cards, corporate cash management, remittance, and digital banking solutions.

What is the function of BDO private bank? ›

BDO Private Bank, Inc. operates as a bank. The Bank provides internet and investment banking, consumer loans, debit and credit cards, treasury, life insurance, deposit-taking, foreign exchange, brokerage, trust and investments, remittance, and structured finance services. BDO Private Bank serves customers worldwide.

What is the difference between BDO Unibank and BDO private bank? ›

A fully owned subsidiary of Banco De Oro Unibank, Inc. (BDO), BDO Private Bank is the only domestic bank in the Philippines providing expert and professional private banking services. It is solely focused on giving comprehensive wealth management services to the country's high net worth and modern affluent markets.

What do you know about private banking? ›

Private banking consists of personalized financial services and products offered to the high-net-worth individual (HNWI) clients of a retail bank or other financial institution. It includes a wide range of wealth management services, and all provided under one roof.

Why should we hire you answers? ›

“I should be hired for this role because of my relevant skills, experience, and passion for the industry. I've researched the company and can add value to its growth. My positive attitude, work ethics, and long-term goals align with the job requirements, making me a committed and valuable asset to the company.”

What is the minimum balance in BDO private bank? ›

BDO Private Bank is the only stand-alone private bank in the Philippines. We provide expert wealth management services and bespoke investment solutions to high net worth (HNW) clients. Our minimum Total Relationship Balance (TRB) requirement is P25 Million or its foreign currency equivalent.

What is the job role of private banking? ›

Private bankers work in financial institutions and cater to high- and ultra-high net-worth individuals. Primary duties include managing clients' financial circ*mstances and providing them with financial recommendations. Most private bankers have at least a bachelor's degree and are licensed.

Why BDO is better than other banks? ›

The largest bank in the country across a range of metrics including total assets, BDO has been long considered the Philippine full-service financial institution of choice, offering a comprehensive suite of financial products and services to a diverse client base—and doing so through a wide and growing array of channels ...

Why is BDO Unibank successful? ›

What makes BDO stand out amongst its competitors are also its continuous investment in its market reach and client coverage, which serves the underserved and unbanked markets, banking innovation of extended banking hours and weekend banking that is still unmatched in the industry, and its multi-channel platform that ...

What does BDO Unibank offer? ›

BDO Unibank, Inc. engages in the provision of commercial banking services. It operates through the following segments: Commercial Banking, Investment Banking, Private Banking, Leasing and Financing, Insurance, and Others.

What services are offered by BDO Unibank? ›

Through its local subsidiaries, the Bank offers Investment Banking, Private Banking, Leasing and Finance, Rural Banking, Life Insurance, Insurance Brokerage, and Online and Traditional Stock Brokerage services.

What are benefits of private banking? ›

The advantages of private banking include personalized service, access to all-in-one financial solutions, attractive interest rates, reduced fees, and exclusive benefits and perks.

How to prepare for private banking interview? ›

Before your interview, read through their job description and highlight any skills or qualifications that match your own. In your answer, explain which industries you've worked in and what skills you used while doing so. Example: “I have extensive experience working in the private banking industry.

How much money do you need for private banking? ›

How Much Money Do You Need for Private Banking? If the idea appeals to you, you must typically have at least $250,000 in investable assets. Citi® requires its private banking clients to have at least $1 million in their combined accounts. Similarly, PNC requires you to have $1 million or more in investable assets.

What do you know about our company? ›

How to Answer “What Do You Know About Our Company?”
  • Research and check company website. Spend a lot of time going through the company's website (if they have one). ...
  • Highlight your interest. During the interview you should be enthusiastic and interested. ...
  • See what former and current employees say.
Feb 26, 2023

What is BDO well known for? ›

It provides products and services to the retail and corporate markets, including lending (corporate, middle market, SME, and consumer), deposit-taking, foreign exchange, brokering, trust and investments, credit cards, corporate cash management and remittances.

What do you know about BDO interview questions? ›

BDO Interview Process
  • What do you think is the biggest challenge in the accounting industry right now?
  • Tell me about a time where you had to deal with an ethical dilemma. ...
  • Do you have experience working with clients from different industries? ...
  • Why should we hire you over other candidates?
Sep 14, 2022

Why do you want to work at BDO answer? ›

Here are some other reasons you may want to work for BDO: For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 70 offices and over 750 independent alliance firm locations nationwide.

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