8 jobs in BDO Unibank

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 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 Oversight

• Lead and manage the Central Operations Group, comprising of:
• Operations: Wealth (Private Banking) Operations, Treasury Operations, Trade Finance Operations, Loan Operations
• Project Management
• Information Technology

2. Risk & Compliance

• Ensure 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 Improvement

• Drive 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 Delivery

• Monitor 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 Management

• Supervise 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 Technology

• Oversee IT functions, including: Banking and Wealth Application Support, Application Development, and IT Infrastructure and Operations
• Ensure adherence to IT-related audits, control mechanisms, and compliance requirements.

7. Documentation & Training

• Oversee 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 Management
• 12-15 years of experience in banking operations with at least 5 years in a leadership role
• Proven track record in managing operational teams and projects
• Familiarity 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 effectively
• Operational Excellence - proven expertise in process optimization , cost control and high quality service delivery across operational units
• Risk and Compliance Management - Strong understanding of regulatory frameworks, operational risk controls and compliance standards within the final services industry
• Project & Change Management - Skilled in leading complex , multi -stakeholder projects and managing organizational change initiatives
• Technology Acumen - familiarity with banking applications, IT governance, digital transformation and cybersecurity principles
• Analytical & Problem-Solving Skills - ability to interpret operational data, identify trends, and implement effective, data driven solutions
• Stakeholder management - Excellent communication and negotiation skills for engaging with internal teams, senior leadership and external partners.

Singaporean or Permanent Resident preferred.

The Remittance Marketing Officer is primarily responsible for the accreditation, marketing, management, monitoring of remittance tie ups, partners and agents in assigned area of responsibility to achieve the Bank’s marketing and financial objectives.

Responsibilities:

A. Sales and Marketing

1. Accredits new prospective tie-ups, partners and agents based on Bank’s accreditation policies.
2. Reviews and evaluates regularly the account profitability of tie-ups to achieve revenue budget, assigned P&L targets.
3. Cross-sells bank’s products to existing tie-ups, partners and agents if local regulations permit.
4. Prepares and submits marketing plan for the assigned areas and ensures its implementation.
5. Expands and grow the remittance business volume of the Bank with proper implementation of marketing plans and strategies.
6. Manages product/service mix, pricing and margins relevant to market competition and financial trends affecting the business.
7. Coordinates closely with Marketing Department and Business Development Department for optimum use and distribution of marketing collaterals and materials, as well as implementation of marketing activities and campaigns.

B. Relationship Management

1. Establishes continuous contact and strong relationship with officers and staff of remittance tie-ups, partners and agents in line with marketing plans and strategies.
2. Conducts regular review of remittance tie-ups, partner’s/agent’s performance in relation to the volume of business generated and reportorial requirements.
3. Acts as official representative of the Bank in activities, which requires BDO presence or tie-up marketing activities.
4. Supports tie-ups, partners and agents in any relationship issues, inquiries or services required and coordinates with the concerned units to immediately attend to customer’s complaints to ensure service satisfaction.
5. Ensures that the remittance tie-ups, partners and agents comply with the existing laws/regulations including but not limited to the implementation of regulatory policies, practices and reportorial requirements.
6. Coordinates with tie-ups for new services of the Banks and enhancement on the systems.

C. Reports, Administrative & Operations

1. Prepares and submits required regulatory reports i.e., AMLA & BSP whenever required, and internal compliance reports such as remittance volume, MIS-Revenue and tie-up performance report.
2. Ensures that local and host country regulations are complied and Bank’s policies and internal guidelines are followed in the course of performing the function.
3. Ensures timely remittance settlement covers by the remittance tie-ups, partners and agents.
4. Oversees the day-to-day operations of the remittance tie-ups, partners and agents and coordinates closely with BDO Remittance Operations on the immediate processing of transactions.
5. Submits regular call reports on marketing activities.
6. Conducts tests on new features and enhancements of the remittance system.
7. Be adept with the use of the remittance systems, installation and basic troubleshooting including training of personnel from remittance tie-ups, partners and agents.
8. Submits in a timely manner the Head Office requirements such as reimbursement, weekly activity reports, leave applications, etc.
9. Performs task that may be assigned from time to time.

Qualifications:

• Bachelor's degree holder
• With 5-7 years experience in sales and marketing and remittance processing, at least one (1) year experience in the remittance business locally

Singaporean or Permanent Resident preferred.

Responsibilities:

A. Sales and Marketing

1. Accredits new prospective tie-ups, partners and agents based on Bank’s accreditation policies.
2. Reviews and evaluates regularly the account profitability of tie-ups to achieve revenue, assigned P&L targets.
3. Cross-sells bank’s products to existing tie-ups, partners and agents if local regulations permit.
4. Prepares and submits marketing plan for the assigned areas and ensures its implementation
5. Expands and grow the remittance business volume of the Bank with proper implementation of marketing plans and strategies.
6. Manages product/service mix, pricing and margins relevant to market competition and financial trends affecting the business.
7. Coordinates closely with Marketing Department and Business Development Department for optimum use and distribution of marketing collaterals and materials, as well as implementation of marketing activities and campaigns.

B. Relationship Management

1. Establishes continuous contact and close relationship with officers and staff of remittance tie-ups, partners and agents in line with marketing plans and strategies.
2. Conducts regular review of remittance tie-ups, partner’s/agent’s performance in relation to the volume of business generated and reportorial requirements.
3. Acts as official representative of the Bank in activities, which requires BDO presence or tie-up marketing activities.
4. Supports tie-ups, partners and agents in any relationship issues, inquiries or services required and coordinate with the concerned units to immediately attend to customer’s complaints to ensure service satisfaction.
5. Ensures that the remittance tie-ups, partners and agents comply with the existing laws and business practices including but not limited to the implementation of regulatory policies, practices and reportorial requirements.
6. Coordinate with tie-ups for new services of the Banks and enhancement on the systems

C. Reports, Administrative & Operations

1. Prepares and submits all regulatory external reports i.e., AMLA & BSP whenever required, and internal compliance reports such as remittance volume, MIS-Revenue and tie-up performance report.
2. Ensures that local and host country regulations are complied and Bank’s policies and internal guidelines are followed in the course of performing the function.
3. Ensure timely remittance settlement covers by the remittance tie-ups, partners and agents.
4. Submits regular call reports on marketing activities.
5. Oversees the day-to-day operations of the remittance tie-ups, partners and agents and coordinates closely with BDO Remittance Operations on the immediate processing of transactions.
6. Conducts tests on new features and enhancements of the remittance system.
7. Be adept with the use of the remittance systems, installation and basic troubleshooting including training of personnel from remittance tie-ups, partners and agents
8. Submit in a timely manner the Head Office requirements such as time sheet, reimbursement, details of calls, leave applications, etc.
9. Perform task that may be assigned from time to time

Qualifications:

• Bachelors Degree Graduate preferably with experience in sales and marketing and remittance processing, with at least 1 year experience in the remittance business locally
• Knowledgeable in business writing, good communication skills; decision making, computer literate
• Analytical, organized, hardworking, good interpersonal skills, can work under pressure and with minimum supervision, trustworthy

BDO Singapore is seeking an experienced Chief of Staff to serve as a trusted strategic partner to the Chief Executive. This high‑impact role is designed for a seasoned professional who excels at strategy execution, cross‑functional coordination, and executive advisory within a regulated financial services environment.

About the Role

The Chief of Staff acts as a force multiplier—driving strategic priorities, strengthening governance, and ensuring disciplined follow‑through across the organization. You will work closely with senior leadership to translate strategy into action, enable effective decision‑making, and enhance overall organizational effectiveness.

Key Responsibilities

• Partners with the CEO and senior leaders to translate strategy into executable initiatives
• Tracks and drives delivery of enterprise‑wide priorities and transformation programs
• Prepares board‑level and executive presentations, strategy papers, and decision briefs
• Supports Board, Management Committee, and regulatory engagements
• Ensures leadership decisions are documented, communicated, and executed
• Drives alignment across business, risk, compliance, finance, technology, and operations
• Oversees management reporting, KPIs, dashboards, and performance reviews
• Supports business planning, budgeting, and forecasting
• Partners with Risk, Compliance, and Legal on MAS interactions, audits, and issue remediation
• Supports organizational effectiveness, talent planning, and leadership communications
• Lead confidential, high‑impact projects on behalf of the CEO

What We’re Looking For

• 8–15 years’ experience in banking or financial services
• Background in Chief of Staff, strategy, consulting, or senior management roles
• Strong understanding of regulated environments
• Exceptional stakeholder, communication, and execution skills

Why Join BDO Singapore

• Work at the heart of decision‑making in a leading financial institution
• High visibility and close partnership with executive leadership
• Opportunity to shape strategy, governance, and culture
• Exposure to board‑level, regulatory, and enterprise‑wide initiatives

Responsibilities:

• Actively identify, develop and convert business opportunities from new and existing clients
• Demonstrate an in-depth understanding of clients’ business and source of wealth generation
• Ensure coverage of all relationships through client engagement, risk profiling and financial planning
• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
• Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
• Help clients achieve broad financial/investment goals related to the creation and management of wealth
• Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
• Plan and prioritize activities to maximize revenue growth and client satisfaction
• Ensure strong controls and effective operational and administrative tasks including compliance on regulatory requirements
• Present 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 Banking
• Strong partnership, customer relationship management, and sales skills
• Excellent understanding of financial markets and products
• Strong interpersonal skills, forward looking and self-driven
• Effective problem-solving and decision-making
• Strong initiative and resourcefulness
• Good in teamwork and collaboration
• Language competency in Filipino and Hokkien would be an advantage

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:

• 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 Banking
• At least 7 years in financial industry in an investment advisory or related position
• Strong knowledge of investment markets, products and strategies, including equities, fixed income, alternatives and currencies
• Proficient communication, organization, presentation and data analysis skills and Bloomberg.
• Prior experience in Private Banking preferably in an investment advisory position is preferred.