Treasures Assistant Relationship Manager, Consumer Banking Group
Core
Support Treasures Relationship Managers by handling customer service requests, verifying investment instructions, and identifying cross-selling opportunities for affluent clients.
Role type
Assistant Relationship Manager (Consumer Wealth)
Builds
Personalized wealth management services for Onshore and Offshore affluent clientele
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer service, regulatory compliance, investment product knowledge, cross-selling identification, transactional processing
Preferred skills
Branch operations experience, financial advisory experience
Technologies
Microsoft Office
Responsibilities
Address and follow-up on customer service requests/issues daily, process and verify customer instructions for investment products, offer information on investment products and services, identify customers' financial needs and refer cross-selling opportunities, ensure timely and consistent handling of requests adhering to compliance requirements
Seniority
Mid-level, hands-on IC