jobs in BDO Unibank

BDO Unibank Hiring! Full Time BDO Private Bank Singapore - Relationship Manager (Wealth Management) in - Ricebowl

BDO Private Bank Singapore - Relationship Manager (Wealth Management)

BDO Unibank

Singapore

Share
Save

Working Location

  • Singapore

Job Description

Responsibilities

Responsibilities:

  • Actively identify, develop and convert business opportunities from new and existing clients
  • Demonstrate an in-depth understanding of clients’ business and source of wealth generation
  • Ensure coverage of all relationships through client engagement, risk profiling and financial planning
  • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
  • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
  • Help clients achieve broad financial/investment goals related to the creation and management of wealth
  • Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
  • Plan and prioritize activities to maximize revenue growth and client satisfaction
  • Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
  • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism


Qualifications and Experience:

  • At least 5 years of extensive and proven experience in Private Banking
  • Strong partnership, customer relationship management, and sales skills
  • Excellent understanding of financial markets and products
  • Strong interpersonal skills, forward looking and self-driven
  • Effective problem-solving and decision-making
  • Strong initiative and resourcefulness
  • Good in teamwork and collaboration
  • Language competency in Filipino and Hokkien would be an advantage


Singaporean or Permanent Resident preferred.

Important Information

Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.

Learn More