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, Treasures Relationship Manager
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
Technologies
N/A
Responsibilities
Develop and maintain strong relationships with clients to understand their financial goals, Proactively identify and capitalize on growth opportunities within the client portfolio, Ensure compliance with all relevant regulations and internal policies
Seniority
Associate, 3-5 years experience