Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and retirement planning.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Comprehensive financial solutions for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Portfolio management, Investment planning, Retirement planning, Client relationship management, Sales target achievement
Responsibilities
Proactively identify client needs and recommend appropriate financial solutions, Maintain strong relationships with clients by regularly reviewing their portfolios, Collaborate with cross-functional teams to deliver comprehensive financial solutions
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