Wealth Planner

BDO UNIBANK, INC. (Singapore Branch); Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Singapore seeks a professional for the Trust Advisory Business to manage structured account conversions and ensure compliance with client objectives. The role involves analyzing client needs, monitoring account performance, and managing risk exposures, making it crucial for applicants to have solid analytical skills and knowledge of regulations.

Qualifications

• Strong analytical skills to evaluate client circumstances and objectives.
• Ability to manage accounts in compliance with client objectives.
• Knowledge of regulations and policies affecting account structures.

Responsibilities

• Analyze client circumstances to recommend appropriate account structures.
• Review account performance to ensure compliance with client mandates.
• Monitor risk exposures to ensure alignment with client's risk profile.

Job description

Job Mandate

Trust Advisory Business, Family Offices.

Responsible for structured account conversions, account administration and risk management.

Duties and Responsibilities

Sales Functions (50%)

· Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client

· Ensure the accounts are managed in accordance with the client objectives.

· Ensures that the account structure is attuned to changes in regulations and policies.

Administrative Functions (50%)

· Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to

client’s mandates

· Monitors and reports the account performance, management and administration

· Ensure compliance of accounts and account process to rules, regulations and laws

· Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance

· Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.