Associate Relationship Manager

BDO Unibank; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

BDO Unibank is seeking an Associate Relationship Manager to support the Head of Wealth Management with day-to-day investment account activities under SFA/FAA in Singapore. You will build and maintain client relationships and ensure compliant investment processes.

The role requires a relevant finance degree and at least 3 years in the financial industry, with a client-centric mindset and ability to collaborate across internal teams to drive service excellence.

Qualifications

• Experience in wealth management or private banking products preferred.
• Focus on delivering excellent client service and retention.
• Able to collaborate with internal teams to improve efficiency.

Responsibilities

• Develop and maintain client relationships and manage trade, investment and operational needs.
• Perform suitability assessments and ensure compliant product recommendations.
• Monitor market trends and investment products to meet client needs.

Skills

Client relationship management

Market awareness

Stakeholder collaboration

Education

Bachelor's Degree in Finance/Business Administration

3 years experience in financial industry

Job description

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The Associate Relationship Manager role supports BDO Singapore’s Head of Wealth Management with the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.

Duties and Responsibilities

• Develops and maintains client relationships as well as to attend to overall trade, investment and operational process needs
• Perform suitability assessment/s to identify unsuitable or mismatch products and conduct other selling process as regulated by policy and procedures
• Keep updates on market trends, risks, investment products and services to fulfill client investment needs

Qualifications

• Bachelor’s Degree graduate in Finance, Business administration or related disciplines with at least 3 years' experience in the financial industry
• Knowledge of wealth management/private banking investment products (experience is highly preferred)
• Possess a client centric mindset aiming to deliver excellent client service and execution enhancing client relationship and retention
• Able to work with internal stakeholders and partners leading to efficiency and productivity

Singaporean or Permanent Resident preferred.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.

The BDO, BDO Unibank, and other BDO-related trademarks are owned by BDO Unibank, Inc. BDO Unibank Inc. ® All Rights Reserved.