SENIOR RELATIONSHIP MANAGER

BDO UNIBANK, INC. (Singapore Branch)

Singapore, Singapore
Not specified; not specified; not specified
Not specified
High net worth client acquisition
Cross-border investment opportunities
Portfolio management and strategy
BDO Unibank, Inc., Singapore Branch is seeking a Senior Relationship Manager to oversee high-net-worth clients' wealth management, focusing on personalized investment strategies and relationship building. The role emphasizes business development, client acquisition, and maintaining strong customer relationships to meet annual financial targets

Job Summary

  • The role involves managing affluent customers' wealth holistically to grow and protect assets for current and future generations.
  • Relationship Managers are responsible for acquiring new high net worth customers and generating volume from existing accounts across various sales channels.
  • Success requires achieving annual business targets while delivering personalized investment strategies that address unique client preferences for income, liquidity, and risk.

Matching Summary

Match Score: 85

BDO Unibank, Inc., Singapore Branch is seeking a Senior Relationship Manager to oversee high-net-worth clients' wealth management, focusing on personalized investment strategies and relationship building. The role emphasizes business development, client acquisition, and maintaining strong customer relationships to meet annual financial targets.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • High net worth client acquisition
  • Cross-border investment opportunities
  • Portfolio management and strategy
  • Sales target achievement
  • Client needs assessment

Nice-to-have

  • Strong networking capabilities
  • Consultative sales approach
  • Market trend analysis skills
  • Social event engagement experience
  • Technical specialist collaboration

Key Requirements

  • Experience with complex investment requirements
  • Proven track record in business development
  • Ability to meet annual sales targets

Work Rights

Not specified

Tailored Resume

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