Strategic Private Wealth Relationship Manager

BDO Unibank; Singapore; On-site; SGD 80,000 - 160,000; Full time

Job summary

BDO Unibank in Singapore is seeking a seasoned Private Banker to identify, develop and convert opportunities across new and existing clients. You will build deep understanding of clients' goals and risk tolerance, acting as trusted advisor while delivering tailored wealth, investment and financing solutions.

You will maintain client relationships with rigorous risk profiling, compliance and professional communication, helping clients achieve broad financial targets and wealth creation through

Qualifications

• 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.

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

Skills

Private Banking

Relationship Management

Sales Skills

Financial Markets

Interpersonal Skills

Problem Solving

Initiative

Teamwork

Forward Looking

Resourcefulness

Job description

BDO Unibank in Singapore is seeking a seasoned Private Banker to identify, develop and convert opportunities across new and existing clients. You will build deep understanding of clients' goals and risk tolerance, acting as trusted advisor while delivering tailored wealth, investment and financing solutions.

You will maintain client relationships with rigorous risk profiling, compliance and professional communication, helping clients achieve broad financial targets and wealth creation through