Wealth 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

Job Mandate

Trust Advisory Business, Family Offices.

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

Duties and Responsibilities

Sales Functions

• 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

• 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.