Senior Associate, Treasures Relationship Manager, Kemayoran, Consumer Banking Group
Core
Develop and maintain strong relationships with high-net-worth clients, providing personalized financial solutions and exceptional customer service.
Role type
Senior Associate, Treasures Relationship Manager
Builds
Comprehensive wealth management solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Investment planning, Portfolio management, Client relationship management, Regulatory compliance
Responsibilities
Proactively identify client needs and provide tailored investment and banking products, Monitor client portfolios and market trends to provide timely updates, Collaborate with cross-functional teams to deliver comprehensive solutions, Contribute to the growth of the Treasures client segment by identifying new business opportunities
Seniority
Senior Associate, client-facing IC