Direct Contract, Treasures Wealth Manager, Consumer Banking Group (Solo)
Core
Provide personalized wealth management solutions, including investment advisory, portfolio management, and financial planning, to high-net-worth clients.
Role type
Solo wealth manager (high-net-worth clients)
Builds
Investment portfolios and financial plans for individual clients
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
investment advisory, portfolio management, financial planning, financial analysis, sales target achievement, financial software proficiency
Responsibilities
Proactively identify client needs and recommend appropriate products and services, maintain strong relationships with clients through regular communication, collaborate with cross-functional teams to ensure seamless delivery of services, contribute to the growth and development of the Treasures Wealth Management business