Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Provide personalized financial advisory services, including investment planning, wealth management, and retirement planning, to high-net-worth clients.
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, client relationship building, sales target achievement, complex financial concept understanding
Preferred skills
Proficiency in financial analysis tools and portfolio management software
Responsibilities
Identify client needs and recommend appropriate financial solutions, maintain strong client relationships through regular portfolio reviews, collaborate with cross-functional teams to deliver solutions, contribute to team growth by sharing best practices
Seniority
Associate, individual contributor