Wealth Planner

BDO Unibank; Singapore; On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Wealth Planner to manage client accounts and ensure compliance with financial regulations. This role requires a deep understanding of investment advisory and risk management, along with strong analytical skills to tailor solutions for clients. The ideal candidate will possess a bachelor's degree in Finance, Business, Economics, or Banking, and have at least 7 years of relevant experience. Join a dynamic team where your expertise will directly impact client success and satisfaction in a fast-paced financial environment.

Qualifications

• 7+ years in financial industry, focusing on investment advisory roles.
• CACS certifications: CACS I and II; CMFRAS certifications: M1B, M5, M6, M6A, M8, M8A.

Responsibilities

• Analyze client circumstances to recommend appropriate account structures.
• Monitor and report on account performance and ensure compliance.

Skills

Investment Advisory

Risk Management

Client Relationship Management

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Bachelor's degree in Banking

Job description

The Wealth Planner is responsible for structured account conversations, account administration, and risk management.

Responsibilities:

Sales Functions

• Analyze client circumstances, objectives, limitations/nuances to recommend appropriate structures.
• Ensure accounts are managed according to client objectives.
• Ensure account structures are updated with changes in regulations and policies.

Administrative Functions

• Periodically review all structures and assets to ensure objectives are met and compliance is maintained.
• Monitor and report on account performance, management, and administration.
• Ensure compliance with rules, regulations, and laws.
• Maintain risk exposures within the Bank’s capacity and aligned with clients’ risk profiles and tolerances.
• Stay updated with developments in capital and financial markets, as well as government policies and regulations affecting operations.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or Banking.
• At least 7 years of experience in the financial industry in investment advisory or related roles.
• CACS certifications: CACS I and II.
• CMFRAS certifications: M1B, M5, M6, M6A, M8, M8A.

The candidate must be a Singaporean Citizen or Permanent Resident.