Treasures Private Client Relationship Manager
Core
Drive Treasures Private Client business by promoting wealth management products and services to customers, accountable for sales, service, growth, and retention performance.
Role type
Private Client Relationship Manager
Builds
Wealth management products and services for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial needs analysis, wealth management product knowledge, relationship management, sales, credit assessment, market trend analysis, portfolio review, cross-selling
Preferred skills
PWMA qualification, CFP, CFA, Enhanced Competency Framework
Technologies
N/A
Responsibilities
Identify customer needs through financial planning and provide appropriate solutions; Offer and explain wealth management products and associated risks; Maintain regular contact to build relationships and reduce attrition; Update customers on product/market information and account status; Attend to queries on investment and treasury products; Maximize client assets and revenues from AUM
Seniority
Mid-Senior, hands-on IC