Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and serve affluent customers by providing tailored wealth management, insurance, and investment solutions through financial needs analysis and cross-selling.
Role type
Senior IC relationship manager (affluent consumer banking)
Builds
Wealth management products, insurance policies, and investment portfolios for high-net-worth individuals
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, portfolio management, regulatory compliance (KYC/AML), Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP designation
Technologies
Investment platforms, banking core systems
Responsibilities
Acquire new affluent customers via cross-selling and referrals; Execute financial transactions and portfolio reviews; Address customer queries on wealth management products; Meet and exceed sales targets; Ensure compliance with HKMA and SFC regulations.
Seniority
Mid-level, hands-on IC