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
Client relationship management, Wealth product knowledge, Financial advisory, Cross-functional collaboration, Mentorship
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