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), portfolio management, Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP registration
Technologies
Investment platforms, insurance product suites
Responsibilities
Acquire new affluent customers through cross-selling and referrals, identify customer needs and provide appropriate wealth management solutions, maintain regular contact with existing customers to deepen relationships, handle financial transactions and enquiries, adhere to regulatory requirements and bank policies
Seniority
Senior, hands-on IC