Associate RM - Wealth & Client Growth

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

Job summary

BDO Singapore is seeking an Associate Relationship Manager to support the Head of Wealth Management with day-to-day activities related to investment accounts under SFA/FAA regulation. The role focuses on client relationship management, trade and process support, and regulatory compliance.

The candidate should hold a Bachelor’s degree in Finance or related field with at least 3 years' experience in financial services, and possess strong client service orientation and knowledge of wealth

Qualifications

• Bachelor’s degree 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 preferred.
• Able to deliver excellent client service and execution enhancing client relationships.

Responsibilities

• Develops and maintains client relationships and attends to trade, investment and operational process needs.
• Performs suitability assessments to identify unsuitable or mismatched products as regulated by policy.
• Keeps updated on market trends, risks, and investment products to fulfill client investment needs.

Skills

Client relationship management

Suitability assessments

Market knowledge

Regulatory policy adherence

Education

Bachelor’s Degree in Finance/Business or related

Job description

BDO Singapore is seeking an Associate Relationship Manager to support the Head of Wealth Management with day-to-day activities related to investment accounts under SFA/FAA regulation. The role focuses on client relationship management, trade and process support, and regulatory compliance.

The candidate should hold a Bachelor’s degree in Finance or related field with at least 3 years' experience in financial services, and possess strong client service orientation and knowledge of wealth