Wealth Management Strategist
3 days ago
We are seeking a seasoned Wealth Planner to join our team at BDO UNIBANK, INC. (SINGAPORE BRANCH). As a key member of our Trust Advisory Business, you will be responsible for structured account conversions, account administration and risk management.
Responsibilities
- Analyze client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client.
- Ensure the accounts are managed in accordance with the client objectives.
- Ensures that the account structure is attuned to changes in regulations and policies.
Sales Functions (50%):
- Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client
- Ensure the accounts are managed in accordance with the client objectives.
- Ensures that the account structure is attuned to changes in regulations and policies.
Administrative Functions (50%):
- Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client's mandates
- Monitors and reports the account performance, management and administration
- Ensure compliance of accounts and account process to rules, regulations and laws
- Ensures that risk exposures are within the Bank's capacity to manage and that risks are consistent with its client's respective risk profile and tolerance
- Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.
Salary: Estimated salary $120,000 - $180,000 per annum depending on experience.
Benefits: Comprehensive benefits package including health insurance, retirement plan, and paid time off.
Required Skills and Qualifications:
- Wealth Management
- Investment Strategies
- Tax
- Sales Management
- Investments
- Wealth
- Risk Management
- Planner
- Estate Planning
- Capital
- Financial Advisory
- Business Development
- Performance Management
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