Wealth Management Relationship Associate

BDO Unibank; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

BDO Unibank is seeking an Associate Relationship Manager to support the Head of Wealth Management with day-to-day investment account activities under SFA/FAA in Singapore. You will build and maintain client relationships and ensure compliant investment processes.

The role requires a relevant finance degree and at least 3 years in the financial industry, with a client-centric mindset and ability to collaborate across internal teams to drive service excellence.

Qualifications

• Experience in wealth management or private banking products preferred.
• Focus on delivering excellent client service and retention.
• Able to collaborate with internal teams to improve efficiency.

Responsibilities

• Develop and maintain client relationships and manage trade, investment and operational needs.
• Perform suitability assessments and ensure compliant product recommendations.
• Monitor market trends and investment products to meet client needs.

Skills

Client relationship management

Market awareness

Stakeholder collaboration

Education

Bachelor's Degree in Finance/Business Administration

3 years experience in financial industry

Job description

BDO Unibank is seeking an Associate Relationship Manager to support the Head of Wealth Management with day-to-day investment account activities under SFA/FAA in Singapore. You will build and maintain client relationships and ensure compliant investment processes.

The role requires a relevant finance degree and at least 3 years in the financial industry, with a client-centric mindset and ability to collaborate across internal teams to drive service excellence.