Client Relationship Specialist

5 days ago


Singapur, Singapore BDO Life Full time

Key Responsibilities:

  • Proactively identify, cultivate, and convert business prospects from both new and existing clientele.
  • Exhibit a comprehensive understanding of clients' enterprises and their wealth generation sources.
  • Ensure thorough engagement with all client relationships through effective risk assessment and financial strategizing.
  • Act as a trusted consultant for clients seeking strategic insights on financial issues.
  • Maintain a complete grasp of client objectives and risk appetite to ensure financial strategies align appropriately.
  • Assist clients in achieving extensive financial and investment objectives linked to wealth creation and management.
  • Craft customized solutions that cater to clients' investment, risk management, and liquidity requirements.
  • Organize and prioritize tasks to optimize revenue growth and enhance client satisfaction.
  • Guarantee robust controls and efficient operational and administrative functions, including adherence to regulatory standards.
  • Articulate and convey intricate financial concepts and investment strategies with utmost professionalism.

Qualifications and Experience:

  • A minimum of 3-5 years of substantial and proven experience in Private Banking within the Philippine Market.
  • Strong partnership, customer relationship management, and sales capabilities.
  • Excellent comprehension of financial markets and associated products.
  • Exceptional interpersonal skills, forward-thinking, and self-motivated.
  • Effective problem-solving and decision-making abilities.
  • Demonstrated initiative and resourcefulness.
  • Ability to work collaboratively within a team environment.
  • Proficiency in Filipino and Hokkien is advantageous.


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