Treasures RM, Consumer Banking Group
Core
Acquire new affluent customers and provide tailored wealth management, insurance, and investment solutions through financial needs analysis and cross-selling.
Role type
Senior Relationship Manager (Affluent/Wealth Management)
Builds
Wealth management products, insurance policies, and investment portfolios for affluent individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, portfolio management, regulatory compliance (KYC/AML), Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP designation
Technologies
Investment platforms, banking core systems
Responsibilities
Acquire new affluent customers via cross-selling and referrals; Execute financial transactions and portfolio reviews; Address customer queries on wealth and treasury products; Meet sales and business targets; Ensure compliance with HKMA and SFC codes of conduct.
Seniority
Senior, hands-on IC