Singapore - Associate Relationship Manager

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

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

Singaporean or Permanent Resident preferred.