As a Strategy and Business Planning Officer at BDO Singapore, you will play a crucial role in driving the growth and development of the Singapore Branch. In this role, you will collaborate closely with cross-functional teams such as Wealth, Institutional Banking Group (IBG), Retail Branch, Treasury, Operations, Compliance and Risk. Your main responsibility will be to support the BDO Singapore Chief Executive in defining and implementing business initiatives to ensure the achievement of our company's objectives.
Responsibilities:Develop and implement strategic plans and initiatives to drive business growth and increase market penetration.Collaborate with cross-functional teams to ensure alignment and execution of strategic objectives.Conduct analyses to support business decision-making and resource allocation.Monitor and evaluate the performance of existing business strategies and recommend improvements or adjustments as needed.Prepare comprehensive business plans and presentations to communicate strategies and initiatives to senior management and stakeholders.Assist the Chief Executive with producing and disseminating internal and external communications of any form, including in writing (i.e. memos, emails, powerpoint presentations), in person (i.e. talking points), and on-camera (i.e. scripts).Plan and coordinate BDO Singapore events aimed at Private Banking and Institutional/Corporate Banking clients.
Requirements:6 years of experience in strategy development, business planning, or a similar role in the banking or financial services industry, or management consulting.Proven track record of developing and implementing successful strategic initiatives.Demonstrated ability to develop effective Powerpoint presentations for a senior management audience.Highly organized and detail-oriented, with the ability to manage multiple projects and meet tight deadlines.Strong analytical and problem-solving skills.Excellent communication and presentation skills, with the ability to effectively communicate complex ideas.Strong project management skills and the ability to influence and collaborate with cross-functional teams.Bachelor's degree in business administration, finance, or a related field.
Singaporean or Permanent Resident preferred.
The Operations Head is responsible for overseeing the daily operations of Wealth (Private Banking) Operations, Treasury Operations, Trade Finance Operations, Loan Operations of the Singapore branch, ensuring efficient operations in compliance with the bank’s service standards and internal control.
Responsibilities:
Operations ManagementOversee the daily operations of Wealth (Private Banking) Operations, Treasury Operations, Trade Finance Operations, Loan OperationsApproves and verifies transactions in accordance with policies and authority limits.Ensure compliance with regulatory requirements (Monetary Authority of Singapore, Bangko Sentral ng Pilipinas) and internal policies.Monitor operational risks and implement mitigation strategies
Cross-Functional CollaborationCollaborate with other departments to resolve issues and improve workflowsAttend regular operations meetings and coordinate administrative matters
People ManagementEnsure staff alignment with operational goals, manage manpower and resourcing, and oversee career planning and developmentImplement and monitor the Operations target operating model
Governance and ComplianceReview and discuss internal audit findings, comments and recommendationsEnsure audit rectifications are implemented and responses to internal/ external audits are submitted promptly
Technology & Systems OversightOversee IT infrastructure and systems related to OperationsWorks closely with the IT team to enhance operational tools and platformsParticipate in UAT and discussion on IT-related business initiatives
Qualifications: Bachelors degree in Business Management or a related fieldMinimum of 7-15 years of experience in branch banking with a strong background in operational managementDemonstrates excellent communication, leadership, relationship- building skills, with high integrity, adaptability , and the ability to work independently and effectively under pressure.
Core Competencies Include:
Banking Operations Expertise: Deep knowledge of branch operations, products, services and regulatory requirementsGovernance and Risk Management: Strong understanding of governance, risk , and internal controlsBusiness & Market Awareness: Familiarity with industry trends, competitors, and market dynamicsTechnical Proficiency: Skilled in business applications, computer tools and process/ project managementEthics & Compliance: Commitment to business ethics, fraud prevention, and regulatory compliance.
Singaporean or Permanent Resident preferred.
The Project Manager is responsible for managing projects for the BDO Singapore Branch. He/She will assist the Commercial Banking Head and Chief Executive in ensuring that change projects are delivered according to timeline and budget.
Duties and Responsibilities
Project Management
Responsible for a portfolio of process enhancement, product development, or process automation projectsPrepare a detailed project plan outlining key milestone, workstreams, and activities; manage project delivery according to this planTrack project progress and provide regular reports on status to the project team and key stakeholders.Manage and adjust for changes in project priority, scope, schedule, and budget.
Business Management Support
Act as point person across all Business Units, especially in terms of business risk and control, operational matters, information dissemination, co-ordination on general queries and escalation, regulatory and compliance matters, and other business initiativesPerform Risk Management and Control tasks (e.g. KRI monitoring, incident reporting, audit point closures, RM scorecard monitoring, etc.)Support Center Heads with various business Initiatives; represent Front Office in regular process enhancement and new product working groups
Qualifications
Bachelor’s degree relevant to the job, preferably in Computer Science, or IT-related coursesWith at least 5-7 years of experience in Project Management and/or as a Business Analyst that can recommends appropriate efficient and effective structuresStrong knowledge of Excel, Powerpoint, and WordBasic IT management and planningSingaporean Citizen or a Permanent Resident Visa Holder
Singaporean or Permanent Resident preferred.
The AML Head is responsible for the Anti-Money Laundering Compliance Function of BDO Unibank, Inc.- Singapore Branch (SG Branch).
Duties and Responsibilities:
Ensure that the Singapore Branch effectively complies with the statutory provisions, regulatory requirements, and / or guidelines and codes of conduct applicable to Anti-Money Laundering in SingaporeAct as the focal point within the Branch for the oversight of all activities in relation to the prevention and detection of money laundering (ML) and terrorist financing (TF) and providing support and guidance to the senior management to ensure that ML/TF risks of the Branch is adequately understood and managedPromote a clear and open communication process within the branch and with BDO Head Office to educate and address anti-money laundering compliance matters; and align its compliance activities, manuals and guidelines with Head Office Compliance
Qualifications:
Bachelor’s degree relevant to the job, preferably in Business ManagementWith at least 5-10 years’ experience in compliance risk management or related fields, preferably with experience in the banking or in any financial institutionPreferably Singaporean Citizen or a Permanent Resident
Singaporean or Permanent Resident preferred.
The Central Operations Head is responsible for providing strategic leadership and operational oversight across multiple critical functions, ensuring efficiency, and service excellence. This role encompasses the management of Operations, Information Technology and Project Management to support the bank’s business objectives. This role will report to Chief Executive of the Singapore Branch.
Key Responsibilities
1. Operational OversightLead and manage the Central Operations Group, comprising of:Operations: Wealth (Private Banking) Operations, Treasury Operations, Trade Finance Operations, Loan OperationsProject ManagementInformation Technology2. Risk & ComplianceEnsure full compliance with internal policies, regulatory requirements, and industry standards.Establish, monitor, and maintain operational risk indicators and controls to mitigate fraud and financial or reputational losses.Oversee business continuity planning (BCP) readiness and facilitate periodic testing and reviews.3. Process ImprovementDrive business process re-engineering initiatives to enhance service quality, cost efficiency, and operational control.Lead change management programs, including system upgrades and automation projects.4. Performance & Service DeliveryMonitor and analyze KPIs and SLAs to ensure operational targets are consistently achieved.Conduct regular service reviews with vendors and banking partners to maintain high service standards.5. Project ManagementSupervise the delivery of a portfolio of projects focused on process enhancement, product development, and automation.Provide guidance to the project management team to ensure timely and successful execution.6. Information TechnologyOversee IT functions, including: Banking and Wealth Application Support, Application Development, and IT Infrastructure and OperationsEnsure adherence to IT-related audits, control mechanisms, and compliance requirements.7. Documentation & TrainingOversee the development and maintenance of operations manuals, user guides, and training materials.Promote cross-functional training and continuous professional development within the team.
Qualifications:
Bachelor's degree relevant to the job, preferably in Business Management12-15 years of experience in banking operations with at least 5 years in a leadership roleProven track record in managing operational teams and projectsFamiliarity with core banking systems, wealth management platforms and IT infrastructure (Preferred but not required)Core competencies should include:Strategic Leadership – demonstrated ability to set a clear vision, align cross- functional teams, and drive organizational objectives effectivelyOperational Excellence- proven expertise in process optimization , cost control and high quality service delivery across operational unitsRisk and Compliance Management- Strong understanding of regulatory frameworks, operational risk controls and compliance standards within the final services industryProject & Change Management- Skilled in leading complex , multi -stakeholder projects and managing organizational change initiativesTechnology Acumen- familiarity with banking applications, IT governance, digital transformation and cybersecurity principlesAnalytical & Problem-Solving Skills- ability to interpret operational data, identify trends, and implement effective, data driven solutionsStakeholder management- Excellent communication and negotiation skills for engaging with internal teams, senior leadership and external partners.
Singaporean or Permanent Resident preferred.
The Client Relations Associate is responsible for providing customer service relative to account opening, time deposits, client inquiries, after sales service, accurate, efficient and timely processing of over-the-counter transactions pertaining to deposits, withdrawals, payments, foreign currencies, remittances and miscellaneous transactions.
Responsibilities:
Performs start and end of day banking activities.Processes Fund transfers/CBL and over-the-counter transactions pertaining to cash and check deposits, withdrawals, encashments, foreign currencies, inward/outward remittances and other miscellaneous transactions and makes decisions up to $ 30K SGD.Monitors maturities of Time Deposits and coordinates with clients for instructions.Briefs, orients prospective clients on bank products and services, cross-sells bank products and provides service by actively volunteering assistance.Acts as Junior Marketing Officer, organize and support marketing events, speaks with clients and as an alternate for Loans Operations and Treasury Operations and as Liaison Officer for Singapore clients and branches in the Philippines.Ensures confidentiality of own password in all assigned systems and compliance to Bank’s policies and procedures, KYC and AMLA requirements, Data Privacy and Service Quality Standards of the bank.Handles small projects and performs other duties assigned from time to time.
Qualifications:
Bachelor’s degree relevant to the job, preferably in Business ManagementThree (3) years customer service experience from a bank having sufficient experience to respond and assist customers with inquiries and process transactions correctly and efficiently in accordance with policies and procedures including KYC requirements.Effective oral and written communications skillsGood problem solving and numerical skills
Singaporean or Permanent Resident preferred.
The Investment Strategist will work closely with Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.
Responsibilities: Regulated Activity Business
Provide investment advisory to Private Banking clients. Formulate investment strategies aligned to clients’ objective and risk profile.Partner Relationship Managers on client meetings to relate house views, articulate investment ideas, create investment proposals and conduct portfolio reviews.Initiate product idea generation as subject matter expert and keep abreast of developments in the market.Always ensure adherence to internal/external regulations and policies.Carry out any other duties as directed by Company Management. Qualifications: Bachelor’s degree graduate either in Finance, Business, Economics or BankingAt least 7 years in financial industry in an investment advisory or related positionStrong knowledge of investment markets, products and strategies, including equities, fixed income, alternatives and currenciesProficient communication, organization, presentation and data analysis skills and Bloomberg. Prior experience in Private Banking preferably in an investment advisory position is preferred.
Singaporean or Permanent Resident preferred.
The Associate Relationship Manager role supports BDO Singapore’s Head of Wealth Management with the day-to-day overall activities related to Investment Accounts for the Regulated Activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA) to achieve its overall objectives and targets.
Duties and Responsibilities
Develops and maintains client relationships as well as to attend to overall trade, investment and operational process needsPerform suitability assessment/s to identify unsuitable or mismatch products and conduct other selling process as regulated by policy and proceduresKeep updates on market trends, risks, investment products and services to fulfill client investment needs
Qualifications
Bachelor’s Degree graduate in Finance, Business administration or related disciplines with at least 3 years' experience in the financial industryKnowledge of wealth management/private banking investment products (experience is highly preferred)Possess a client centric mindset aiming to deliver excellent client service and execution enhancing client relationship and retentionAble to work with internal stakeholders and partners leading to efficiency and productivity
Singaporean or Permanent Resident preferred.
The Securities Dealer The Securities Dealer is responsible for timely and efficient execution of customer trades to support Wealth Management.
Responsibilities:
Ensures best execution of trades across relevant markets through effective use of multiple trading platformsProvides market insights and investment opportunities across asset classes, enabling Wealth Relationship Managers to engage clients with informed and relevant talking pointsQuotes prices on investments, which are aligned with client’s objectives and risk appetiteAdheres to policies and procedures relating to product due diligence and suitabilityConducts all regulated activities in strict compliance with MAS and SFA regulations, as well as internal governance standardsParticipates in and supports special projects or initiatives as assigned from time to time
Qualifications: Bachelor’s degree with a minimum of 3 years’ experience in Private Banking Advisory and Execution Desk functions; multi-asset experience is an advantageCertified in the following: FMRP, CMFAS RES 2B (formerly M1B), CM‑EIP (formerly M6), CM‑SIP (formerly M6A), CACS 1, and CACS 2Proficient in Bloomberg and MarketAxess; experience with core banking systems (e.g. Avaloq) is a plusStrong MS Excel skills; VBA and Python knowledge is advantageousDetail‑oriented, accountable, and demonstrates strong ownership of workTeam player with a proactive and collaborative mindsetAble to perform in a fast‑paced, high‑pressure environment
Singaporean or Permanent Resident preferred.
Responsibilities:
Actively identify, develop and convert business opportunities from new and existing clientsDemonstrate an in-depth understanding of clients’ business and source of wealth generationEnsure coverage of all relationships through client engagement, risk profiling and financial planningServe as a trusted advisor to clients who frequently seek strategic advice regarding financial mattersMaintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriateHelp clients achieve broad financial/investment goals related to the creation and management of wealthDevelop tailored solutions that address clients’ investment, risk management, and financing/liquidity needsPlan and prioritize activities to maximize revenue growth and client satisfactionEnsure strong controls and effective operational and administrative tasks including compliance on regulatory requirementsPresent and communicate complex financial concepts and investment strategies with the highest degree of professionalism
Qualifications and Experience:
At least 5 years of extensive and proven experience in Private BankingStrong partnership, customer relationship management, and sales skillsExcellent understanding of financial markets and productsStrong interpersonal skills, forward looking and self-drivenEffective problem-solving and decision-makingStrong initiative and resourcefulnessGood in teamwork and collaborationLanguage competency in Filipino and Hokkien would be an advantage
Singaporean or Permanent Resident preferred.
