Wealth Relationship Associate: Investment Client Support

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

Job summary

BDO Singapore seeks an Associate Relationship Manager to support the Head of Wealth Management in daily activities related to investment accounts under SFA and FAA regulations. You will manage client relationships, oversee trade and investment processes, and ensure regulatory compliance.

The role requires a Bachelor’s degree in Finance or related field with 3+ years in financial services and a client-centric mindset to deliver superior service and retention.

Qualifications

• Bachelor’s degree in Finance, Business Administration or related disciplines with at least 3 years' experience in the financial industry.
• Knowledge of wealth management/private banking investment products (experience is highly preferred)
• Client-centric mindset aiming to deliver excellent client service and execution enhancing client relationship and retention
• Able to work with internal stakeholders and partners leading to efficiency and productivity

Responsibilities

• Develops and maintains client relationships as well as to attend to overall trade, investment and operational process needs
• Perform suitability assessment/s to identify unsuitable or mismatch products and conduct other selling process as regulated by policy and procedures
• Keep updates on market trends, risks, investment products and services to fulfill client investment needs

Skills

Client relationship management

Market trend awareness

Regulatory suitability assessment

Stakeholder collaboration

Education

Bachelor’s degree in Finance or related

3+ years of experience in financial industry

Job description

BDO Singapore seeks an Associate Relationship Manager to support the Head of Wealth Management in daily activities related to investment accounts under SFA and FAA regulations. You will manage client relationships, oversee trade and investment processes, and ensure regulatory compliance.

The role requires a Bachelor’s degree in Finance or related field with 3+ years in financial services and a client-centric mindset to deliver superior service and retention.