Treasures RM, Consumer Banking Group
Core
Acquire new affluent customers, conduct financial needs analysis, and sell wealth management, insurance, and investment products to meet sales targets.
Role type
Senior Relationship Manager (Wealth Management & Insurance)
Builds
Wealth management portfolios, insurance policies, and investment solutions for affluent individuals
Domain
Consumer Banking / Wealth Management / Insurance
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, regulatory compliance (KYC, AML), sales target achievement, Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP registration
Technologies
Investment platforms, banking transaction systems
Responsibilities
Acquire new affluent customers through cross-selling and referrals, identify customer needs and provide appropriate banking/insurance/investment solutions, handle financial transactions and account servicing, adhere to regulatory requirements and bank policies, maintain regular contact with existing customers to reduce attrition
Seniority
Senior, hands-on IC