Indian Wealth Relationship Manager, Treasures & Distribution
Core
Acquire new high net-worth customers and deliver wealth management solutions including investments, insurance, and loans.
Role type
Senior IC wealth relationship manager
Builds
Customer relationships and revenue growth for high net-worth individuals
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
proactive cross-selling, financial analysis, relationship building, knowledge of equities/unit trusts/bonds/treasury products, sales experience
Preferred skills
international banking network, Certified Retail Wealth Professional, HKIB Certified Banker
Technologies
None stated
Responsibilities
Acquire new high net-worth customers, identify customer needs through financial analysis, collaborate with product specialists, grow revenue potential
Seniority
Mid-level, hands-on IC