Analyst, Treasures Relationship Manager, Songjiang Branch, Treasures & Distribution, Consumer Banking Group
Core
Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning.
Role type
Senior Relationship Manager (Wealth Management)
Builds
Tailored financial solutions for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment planning, wealth management strategies, estate planning, financial data analysis, relationship building, regulatory compliance
Preferred skills
Cross-functional collaboration, growth opportunity identification
Responsibilities
Provide personalized financial advisory services to high-net-worth clients, Develop and maintain strong relationships with clients to understand their financial goals, Collaborate with cross-functional teams to deliver comprehensive financial solutions, Proactively identify and capitalize on growth opportunities within the client portfolio, Ensure compliance with all relevant regulations and internal policies
Seniority
Mid-Senior, hands-on IC