Indian Wealth Relationship Manager, Treasures & Distribution
Core
Acquire new high net-worth customers and deliver customer-focused banking and wealth management solutions including investments, life insurance, and loans.
Role type
Senior IC wealth relationship manager
Builds
Customer relationships and revenue potential for the high net-worth segment
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, business acumen
Preferred skills
Certified Retail Wealth Professional, HKIB Certified Banker
Technologies
None stated
Responsibilities
Acquire new high net-worth customers through proactive cross-selling and referrals; Identify customer needs through financial analysis; Collaborate with product specialists to offer professional advice; Grow and maximize revenue potential by building strong customer relationships
Seniority
Mid-level, hands-on IC