Overview
Wealth Planner Jobs in Singapore, Singapore at BDO Unibank
Title: Wealth Planner
Company: BDO Unibank
Location: Singapore, Singapore
The Wealth Planner is responsible for structured account conversations, account administration and risk management.
Responsibilities:
Sales Functions
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
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.
Qualifications:
Bachelors degree in fields either Finance, Business, Economics or Banking
At least 7 years in financial industry in an investment advisory or related position.
CACS certificed CACS I and II
CMFRAS certified: M1B, M5, M6, M6A, M8, M8A
The candidate must be a Singaporean Citizen or Permanent Resident.
