Associate, Treasures Relationship Manager, Tomang, Consumer Banking Group
Core
Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and provide tailored banking and wealth management solutions.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Comprehensive range of banking and wealth management products and services
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, financial goal analysis, product solution design, compliance adherence, banking software proficiency
Responsibilities
Develop and maintain strong relationships with high-net-worth clients, Proactively identify and address client needs, Collaborate with cross-functional teams to deliver seamless client experiences, Actively participate in client events and networking activities, Maintain detailed client records and ensure compliance with all relevant policies and regulations