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
Senior IC relationship manager (wealth management)
Builds
Wealth management products, insurance policies, and investment portfolios for affluent consumers
Domain
Consumer banking and 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 profile review tools, portfolio management systems
Responsibilities
Acquire new affluent customers via cross-selling and referrals, identify customer needs through financial planning, offer suitable wealth management products and explain associated risks, maintain regular contact with existing customers to deepen relationships, handle financial transactions and enquiries, adhere to regulatory requirements and internal controls
Seniority
Senior, hands-on IC