Summary from listing
BDO Unibank, Inc. is hiring an Associate Relationship Manager to support its Head of Wealth Management with day-to-day activities related to investment accounts under Singapore’s Securities and Futures Act and Financial Advisers Act. The role involves developing client relationships, handling trade, investment, and operational processes, conducting suitability assessments, identifying mismatched products, monitoring market trends and risks, and supporting client retention. Candidates need a bachelor’s degree in finance, business administration, or a related discipline, at least three years of financial-industry experience, knowledge of wealth-management or private-banking investment products, and a client-focused approach.
