Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Develop and maintain strong relationships with high-net-worth clients to provide tailored financial solutions and expand their product portfolios.
Role type
Associate, Treasures Relationship Manager
Builds
Client portfolios of deposits, investments, insurance, mortgages, credit cards, and personal loans
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
financial analysis, investment planning, wealth management concepts, client acquisition, retention strategies, sales target achievement
Preferred skills
cross-selling, regulatory compliance, collaborative teamwork
Responsibilities
Develop and maintain strong relationships with high-net-worth clients; Proactively identify and capitalize on cross-selling opportunities; Collaborate with internal teams to deliver comprehensive financial advice; Actively monitor client accounts, portfolios, and transactions; Contribute to the growth and development of the Treasures client segment
Seniority
Associate, entry-level IC