Strategic Wealth & Trust Planner

BDO UNIBANK, INC. (Singapore Branch); Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

BDO UNIBANK, INC. (Singapore Branch) is seeking a specialist in Trust Advisory Business, Family Offices to support structured account conversions and ongoing account administration. The role emphasizes risk management and regulatory awareness to safeguard client objectives.

You will analyze client circumstances and objectives to advise on the appropriate structures, ensure accounts align with fiduciary mandates, and monitor performance to maintain compliance with applicable rules and policies.

Responsibilities

• Analyze client circumstances and objectives to recommend appropriate structures.
• Ensure accounts are managed in accordance with client objectives.
• Ensure account structures adapt to changes in regulations and policies.
• Review all structures and assets periodically to ensure objectives and compliance.
• Monitor and report account performance and administration.
• Ensure compliance of accounts and processes with rules, regulations and laws.
• Ensure risk exposures stay within bank's capacity to manage and align with client risk profiles and tolerances.
• Stay abreast of developments in capital markets and government policies affecting operations.

Job description

BDO UNIBANK, INC. (Singapore Branch) is seeking a specialist in Trust Advisory Business, Family Offices to support structured account conversions and ongoing account administration. The role emphasizes risk management and regulatory awareness to safeguard client objectives.

You will analyze client circumstances and objectives to advise on the appropriate structures, ensure accounts align with fiduciary mandates, and monitor performance to maintain compliance with applicable rules and policies.