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), relationship building, sales target achievement
Preferred skills
CFP, CFA, CI-CRWP designation
Technologies
Investment profile review tools, portfolio management systems
Responsibilities
Acquire new affluent customers via cross-selling and referrals; Execute financial transactions and orders; Conduct portfolio reviews to increase share of wallet; Address customer queries on wealth and treasury products; Adhere to HKMA and SFC regulatory requirements and codes of conduct
Seniority
Senior, hands-on IC