RELATIONSHIP MANAGER

BDO UNIBANK, INC. (Singapore Branch)

Singapore
**
High net worth client acquisition
Cross-border investment strategies
Financial product sales execution
** BDO Unibank, Inc. is seeking a Relationship Manager in Singapore to manage affluent clients' wealth through tailored investment strategies and exceptional customer service. The role requires proactive business development, client relationship management, and a focus on achieving annual business targets. **

Job Summary

  • Relationship Managers are responsible for holistically managing the wealth of affluent customers to grow and protect their assets.
  • The role requires acquiring new high net worth customers and generating additional volume from existing accounts across various sales channels.
  • Professionals must customize investment strategies addressing unique client preferences for income, liquidity, and risk while ensuring compliance.

Matching Summary

Match Score: 75

** BDO Unibank, Inc. is seeking a Relationship Manager in Singapore to manage affluent clients' wealth through tailored investment strategies and exceptional customer service. The role requires proactive business development, client relationship management, and a focus on achieving annual business targets. **

Skills & Requirements

Must-have

  • High net worth client acquisition
  • Cross-border investment strategies
  • Financial product sales execution
  • Portfolio management and analysis
  • Compliance process adherence

Nice-to-have

  • Consultative selling approach
  • Social event networking skills
  • Market trend analysis capabilities
  • Strong relationship building abilities
  • Proactive client engagement style

Key Requirements

  • Experience with Mass affluent customer segments
  • Ability to achieve annual business targets
  • Knowledge of complex investment requirements

Work Rights

Not specified

Tailored Resume

Cover Letter