Senior Investment Relationship Specialist
4 days ago
BDO UNIBANK, INC. (SINGAPORE BRANCH) is a leading financial institution in the region, providing a wide range of financial services to individuals and corporations.
Job DescriptionWe are seeking an experienced Senior Investment Relationship Specialist to join our team in Singapore.
Role & Responsibilities:- Develop and maintain strong relationships with clients to achieve revenue targets and objectives.
- Handle client inquiries and instructions related to investment accounts, including trade processing and operational issues.
- Conduct suitability assessments to identify unsuitable products or mismatch products that require approval from management.
- Keep updated on market trends, different investment products, and services, and provide input for new product development.
To be successful in this role, you should have:
- Excellent communication and interpersonal skills.
- Strong knowledge of securities and investment products.
- Ability to work in a fast-paced environment and meet deadlines.
The estimated salary for this role is SGD 60,000 - 80,000 per annum, depending on experience.
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