Associate Relationship Manager (Singapore)

BDO Unibank; Singapore; On-site; SGD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Associate Relationship Manager to support their Wealth Management division. This role is pivotal in developing and maintaining client relationships, ensuring that investment accounts meet regulatory standards while addressing client needs. The ideal candidate will possess a strong background in finance, with at least three years of experience in the financial sector, particularly in wealth management. If you are passionate about delivering exceptional client service and thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

• 3+ years of experience in the financial industry with a focus on wealth management.
• Strong knowledge of investment products and client relationship management.

Responsibilities

• Develop and maintain client relationships while addressing investment needs.
• Conduct suitability assessments and stay updated on market trends.

Skills

Client Relationship Management

Investment Knowledge

Market Trend Analysis

Client Service Excellence

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Business Administration

Job description

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

The candidate should be Singaporean Citizen or a holder of Permanent Resident Visa.