About this role
The Associate Relationship Manager role supports BDO Singapore’s Head of Wealth Management with the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.
Duties and 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
Qualifications
- Bachelor’s Degree graduate 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)
- Possess a 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
- Preferably Singaporean Citizen or a holder of Permanent Resident Visa
BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.
Other facts
About BDO Unibank
BDO is a full-service universal bank in the Philippines. It provides a complete array of industry-leading products and services including Lending (corporate and consumer), Deposit-taking, Foreign Exchange, Brokering, Trust and Investments, Credit Cards, Corporate Cash Management, and Remittances in the Philippines. Through its local subsidiaries, the Bank offers Leasing and Financing, Investment Banking, Private Banking, Rural Banking, Life Insurance, Insurance Brokerage, and Stock Brokerage services.
BDO's institutional strengths and value-added products and services hold the key to its successful business relationships with customers. Its branches remain at the forefront of setting high standards as a sales- and service-oriented, customer-focused force. BDO has one of the largest distribution networks, with more than 1,600 operating branches and over 4,500 ATMs nationwide.
Through selective acquisitions and organic growth, BDO has positioned itself for increased balance sheet strength and continuing expansion into new markets. As of 30 June 2022, BDO is the country's largest bank in terms of total resources, customer loans, deposits, and assets under management.
BDO is a publicly listed company (PLC), with its shares currently being traded at the Philippine Stock Exchange under the symbol “BDO”.
BDO Unibank is regulated by the Banko Sentral ng Pilipinas. https://www.bsp.gov.ph
For concerns, please visit any BDO branch near you or reach us through any of the channels listed in the Consumer Assistance page of our website: https://www.bdo.com.ph/consumer-assistance.
Deposits are insured by PDIC up to P1 Million per depositor.
The BDO, BDO Unibank and other BDO-related trademarks are owned by BDO Unibank, Inc. All Rights Reserved.
What you'll do
- The Associate Relationship Manager develops and maintains client relationships while addressing trade, investment, and operational needs. They also perform suitability assessments and stay updated on market trends and investment products.
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