Senior Investment Relationship Specialist

4 days ago


Singapore BDO UNIBANK, INC. (SINGAPORE BRANCH) Full time
Company Overview

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 Description

We 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.
Required Skills and Qualifications:

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.
Estimated Salary:

The estimated salary for this role is SGD 60,000 - 80,000 per annum, depending on experience.



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