Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire new affluent customers and provide wealth management, insurance, and investment solutions through financial planning and needs analysis.
Role type
Associate, Treasures Relationship Manager (Consumer Banking)
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, regulatory compliance (RI/TR), Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP registration
Technologies
Investment platforms, banking transaction systems
Responsibilities
Acquire new affluent customers via cross-selling and referrals, identify customer needs and offer suitable wealth management products, maintain regular contact with existing customers to deepen relationships, handle financial transactions and enquiries, adhere to bank policies and regulatory requirements (KYC, AML, SFC Code of Conduct)
Seniority
Associate, entry-level individual contributor