BDO Private Bank Singapore - Relationship Manager (Wealth Management)

Responsibilities: Actively identify, develop and convert business opportunities from new and existing clientsDemonstrate an in-depth understanding of clients’ business and source of wealth generationEnsure coverage of all relationships through client engagement, risk profiling and financial planningServe as a trusted advisor to clients who frequently seek strategic advice regarding financial mattersMaintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriateHelp clients achieve broad financial/investment goals related to the creation and management of wealthDevelop tailored solutions that address clients’ investment, risk management, and financing/liquidity needsPlan and prioritize activities to maximize revenue growth and client satisfactionEnsure strong controls and effective operational and administrative tasks including compliance on regulatory requirementsPresent and communicate complex financial concepts and investment strategies with the highest degree of professionalism Qualifications and Experience:

At least 5 years of extensive and proven experience in Private BankingStrong partnership, customer relationship management, and sales skillsExcellent understanding of financial markets and productsStrong interpersonal skills, forward looking and self-drivenEffective problem-solving and decision-makingStrong initiative and resourcefulnessGood in teamwork and collaborationLanguage competency in Filipino and Hokkien would be an advantage