VP, Relationship Manager, Treasures Private Client, Consumer Banking Group
Core
Manage a portfolio of high-net-worth clients within the Consumer Banking Group, providing personalized wealth management solutions and financial advisory services.
Role type
VP, Relationship Manager (Private Client)
Builds
Comprehensive wealth management solutions for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
portfolio management, financial advisory, investment strategy, cross-functional collaboration, client relationship management, financial data analysis, sales target achievement, regulatory compliance
Preferred skills
mentoring, team development, industry trend analysis
Technologies
financial analysis tools, portfolio management software
Responsibilities
Develop and maintain strong relationships with clients to understand financial goals and risk profiles; Collaborate with cross-functional teams to deliver comprehensive solutions; Proactively monitor client portfolios and adjust strategies to align with evolving needs; Contribute to team growth by sharing best practices and mentoring junior colleagues.
Seniority
VP, leadership & mentorship