Relationship Manager (Wealth Banking)
Core
Design financial strategies and investment plans for individual customers, build wealth through bank investment and insurance products, and provide professional financial advice.
Role type
Wealth Banking Relationship Manager
Builds
Investment and insurance product portfolios for individual clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial strategy design, KYC, customer needs analysis, financial planning, investment product knowledge, insurance product knowledge, credit analysis, industry analysis
Preferred skills
Mutual fund product knowledge, Marketing Planning experience
Technologies
N/A
Responsibilities
Conduct fact-finding and KYC to present appropriate product solutions, design financial/investment plans, review changing customer needs, build customer wealth via investment and insurance products, advise on investment opportunities with ICs
Seniority
Mid-level (2-8 years experience)