BDO Private Bank Singapore - Relationship Manager (Wealth Management)

BDO Unibank; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading banking institution in Singapore is looking for an experienced Private Banker who can actively identify and develop business opportunities while providing strategic financial advice to clients. With over 5 years of experience required, the ideal candidate should excel in customer relationship management and possess deep knowledge of financial markets and investment strategies. Strong interpersonal and problem-solving skills are essential. The role emphasizes developing bespoke solutions to meet clients' financial goals.

Qualifications

• At least 5 years of extensive and proven experience in Private Banking.
• Excellent understanding of financial markets and products.
• Language competency in Filipino and Hokkien is an advantage.

Responsibilities

• Identify, develop, and convert business opportunities.
• Demonstrate understanding of clients' business and wealth generation.
• Serve as a trusted advisor on financial matters.
• Develop tailored solutions for clients' investment needs.
• Ensure compliance with regulatory requirements.

Skills

Partnership skills

Customer relationship management

Sales skills

Interpersonal skills

Problem-solving

Decision-making

Teamwork

Job description

Responsibilities

• Actively identify, develop and convert business opportunities from new and existing clients
• Demonstrate an in-depth understanding of clients’ business and source of wealth generation
• Ensure coverage of all relationships through client engagement, risk profiling and financial planning
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
• Help clients achieve broad financial/investment goals related to the creation and management of wealth
• Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
• Plan and prioritize activities to maximize revenue growth and client satisfaction
• Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
• Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism

Qualifications and Experience

• At least 5 years of extensive and proven experience in Private Banking
• Strong partnership, customer relationship management, and sales skills
• Excellent understanding of financial markets and products
• Strong interpersonal skills, forward looking and self-driven
• Effective problem-solving and decision-making
• Strong initiative and resourcefulness
• Good in teamwork and collaboration
• Language competency in Filipino and Hokkien would be an advantage