Treasures RM, Consumer Banking Group
Core
Acquire new affluent customers and provide wealth management, investment, and insurance solutions through financial planning and needs analysis.
Role type
Senior Relationship Manager (Wealth Management & Insurance)
Builds
Wealth management products, insurance policies, and investment portfolios for affluent individuals
Domain
Consumer Banking, Wealth Management, Insurance
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, regulatory compliance (RI/TR), portfolio management, customer acquisition, sales target achievement
Preferred skills
CI-CRWP designation, CFP, CFA
Technologies
None stated
Responsibilities
Acquire new affluent customers via cross-selling and referrals; Identify customer needs and provide tailored banking, insurance, and investment solutions; Maintain regular contact with existing customers to deepen relationships and increase product penetration; Handle customer enquiries and execute financial transactions; Adhere to bank policies and regulatory requirements including KYC and AML; Work collaboratively with team members to meet team objectives
Seniority
Senior, hands-on IC