Epicareer Might not Working Properly
Learn More
Please Turn on your JavaScript

Epicareer might not working properly because your browser javascript is turned off.

What is JavaScript?

JavaScript is like the magic behind making websites interactive. Basically, it makes Epicareer more enjoyable and engaging.
How do i turn this on?
Find tutorial for your browser below :
  1. Make sure the webpage is open.
  2. In the Safari app on your Mac, choose Safari > Preferences, then click Security.
  3. Make sure the Enable JavaScript checkbox is selected.
  4. Click Websites.
  5. On the left, click Content Blockers.
  6. Make sure Off is chosen in the pop-up menu next to the website.
  7. On the left, click Pop-up Windows.
  8. Make sure Allow is chosen in the pop-up menu next to the website.
Visit Site here
  1. Open Chrome on your computer.
  2. Click. then Settings.
  3. Click Privacy and Security.
  4. Click Site settings.
  5. Click JavaScript.
  6. Select Sites can use Javascript.
Visit Site here
  1. If you're running Windows OS, in the Firefox window, click Tools > Options.
  2. Tip: If you're running Mac OS, click the Firefox drop-down list > Preferences.
  3. On the Content tab, click the Enable JavaScript check box.
Visit Site here
  1. Click the "Settings and more" icon at the top right of the Edge browser window.
  2. Click Settings.
  3. From the Settings menu, click Cookies and site permissions.
  4. Scroll down and click on JavaScript.
  5. In the JavaScript window, toggle the slider to "on" or "allowed."
  6. Close the Settings tab.
  7. Refresh the page.
Visit Site here
  1. Go to Settings.
  2. Click Advanced in the left sidebar, and click Privacy & security.
  3. Under Privacy and security, click Site settings.
  4. Click JavaScript.
  5. At the top, turn on or off Allowed (recommended).
Visit Site here
Any Question? Contact us
logo
Jobs or company...

Associate Relationship Manager

Salary undisclosed
Checking job availability...
Original
Simplified
Our banking client is looking for an Associate Relationship Manager.

Job Summary

This role supports the Head of Securities Marketing at BDO SGB Treasury in managing investment accounts for regulated activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA). The Investment Sales & Client Relationship Manager will focus on developing client relationships, processing trades, ensuring regulatory compliance, and achieving revenue targets.

Key Responsibilities
  • Client Relationship Management: Cultivate and maintain strong client relationships to expand market share and grow client asset size. Achieve annual revenue targets and objectives.
  • Client Service & Trade Execution: Directly handle client requests and instructions, including trade processing and resolving operational inquiries. Confirm client orders via recorded phone lines (SGB).
  • Account Opening & Client Onboarding: Assist clients with investment account opening applications, providing guidance, disclosures, and explanations. Support client categorization (e.g., professional investors) by collecting necessary documentation and confirmations.
  • Investment Product Sales & Advisory: Execute the investment product sales process, explaining product features, risks, fees, and other relevant information to clients. Conduct suitability assessments to identify and prevent the sale of unsuitable or mismatched products, escalating as needed.
  • Compliance & Regulatory Adherence: Adhere to all applicable regulations, policies, and procedures related to investment product sales and client interactions. Obtain required acknowledgments and confirmations from clients to fulfill disclosure requirements.
  • Market Research & Product Development: Stay informed about market trends, investment products, and services. Provide input for new product development based on client needs and market opportunities.
Our banking client is looking for an Associate Relationship Manager.

Job Summary

This role supports the Head of Securities Marketing at BDO SGB Treasury in managing investment accounts for regulated activities under the Securities and Futures Act (SFA) and the Financial Advisers Act (FAA). The Investment Sales & Client Relationship Manager will focus on developing client relationships, processing trades, ensuring regulatory compliance, and achieving revenue targets.

Key Responsibilities
  • Client Relationship Management: Cultivate and maintain strong client relationships to expand market share and grow client asset size. Achieve annual revenue targets and objectives.
  • Client Service & Trade Execution: Directly handle client requests and instructions, including trade processing and resolving operational inquiries. Confirm client orders via recorded phone lines (SGB).
  • Account Opening & Client Onboarding: Assist clients with investment account opening applications, providing guidance, disclosures, and explanations. Support client categorization (e.g., professional investors) by collecting necessary documentation and confirmations.
  • Investment Product Sales & Advisory: Execute the investment product sales process, explaining product features, risks, fees, and other relevant information to clients. Conduct suitability assessments to identify and prevent the sale of unsuitable or mismatched products, escalating as needed.
  • Compliance & Regulatory Adherence: Adhere to all applicable regulations, policies, and procedures related to investment product sales and client interactions. Obtain required acknowledgments and confirmations from clients to fulfill disclosure requirements.
  • Market Research & Product Development: Stay informed about market trends, investment products, and services. Provide input for new product development based on client needs and market opportunities.