Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
Core
Provide comprehensive wealth management advisory services to high-net-worth individuals and families, including investment, retirement, and estate planning.
Role type
Associate, Treasures Banking Relationship Manager
Builds
Customized financial solutions for high-net-worth clients within the Treasures segment
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
investment planning, retirement planning, estate planning, client prospecting, financial analysis, CRM systems
Responsibilities
Proactively identify and address client financial needs, maintain deep understanding of bank products, collaborate with investment and product specialists, ensure regulatory compliance, maintain client satisfaction and loyalty