Wealth Management Relationship Manager in BDO Singapore

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 3-5 years of extensive and proven experience in Private Banking covering the Philippine Market
• 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

The candidate must be a Singaporean or Permanent Resident and willing to travel to meet clients.