BDO Unibank, Inc. is seeking a Senior Relationship Manager for its Singapore branch to manage high-net-worth clients' wealth through tailored financial strategies. The role focuses on business development, client relationship management, and achieving sales targets while providing exceptional customer service
Job Summary
The role involves managing affluent customers' wealth holistically by tailoring personalized investment strategies to their unique circumstances.
Responsibilities include acquiring new high net worth customers, generating volume from existing accounts, and deepening client relationships through regular engagement.
The position requires achieving annual business targets while ensuring accurate and timely completion of the entire sales and compliance process.
Matching Summary
Match Score: 85
BDO Unibank, Inc. is seeking a Senior Relationship Manager for its Singapore branch to manage high-net-worth clients' wealth through tailored financial strategies. The role focuses on business development, client relationship management, and achieving sales targets while providing exceptional customer service.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
High net worth customer acquisition
Cross-border investment opportunities
Client needs assessment and strategy
Sales and compliance process execution
Market trend analysis for opportunities
Nice-to-have
Strong networking and social engagement skills
Ability to work with specialists for technical advice