Treasures Relationship Manager, Consumer Banking Group
Core
Acquire new affluent customers and provide tailored wealth management, investment, and insurance solutions to meet their financial planning needs.
Role type
Senior IC relationship manager (wealth management)
Builds
Wealth management products, investment portfolios, and insurance solutions for affluent individuals
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, regulatory compliance (RI/TR), sales target achievement, customer relationship management
Preferred skills
CFP, CFA, CI-CRWP designation
Technologies
Investment platforms, insurance product suites
Responsibilities
Acquire new affluent customers through cross-selling and referrals; Identify customer needs and recommend suitable wealth management and insurance products; Maintain regular contact with existing customers to deepen relationships and increase product penetration; Handle customer enquiries and execute financial transactions; Ensure compliance with HKMA and SFC regulations including KYC and AML procedures
Seniority
Senior, hands-on IC