Senior Associate, Treasures Relationship Manager, Juanda, Consumer Banking Group
Core
Manage a portfolio of high-net-worth clients by providing personalized financial solutions and advisory services to meet their unique needs.
Role type
Senior Associate, Treasures Relationship Manager
Builds
Comprehensive wealth management solutions for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management product knowledge, investment strategy expertise, high-net-worth client relationship management, financial needs analysis, cross-functional collaboration, mentorship
Preferred skills
experience in private banking industry
Responsibilities
Proactively identify client needs and recommend appropriate wealth management products and services, maintain strong relationships with clients ensuring exceptional customer service, collaborate with cross-functional teams to deliver comprehensive wealth management solutions, contribute to team growth by sharing best practices and mentoring junior members
