Associate, Treasures Relationship Manager, Kelapa Gading, Consumer Banking Group
Core
Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Comprehensive financial solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment planning, wealth management strategies, estate planning, financial data analysis, relationship building, regulatory compliance
Preferred skills
Cross-functional collaboration, adaptability
Responsibilities
Develop and maintain strong relationships with clients, identify growth opportunities within client portfolios, collaborate with cross-functional teams, ensure compliance with regulations
Seniority
Associate, 3-5 years experience