Senior Private Wealth Relationship Manager

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

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.