Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Manage and grow a portfolio of affluent clients by providing customized wealth management and financial planning solutions.
Role type
Associate relationship manager (consumer banking)
Builds
Holistic financial solutions including deposits, investments, insurance, mortgages, credit cards, and personal loans
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, regulatory compliance, client acquisition, networking, financial product knowledge
Preferred skills
N/A
Technologies
N/A
Responsibilities
Manage and grow a portfolio of affluent clients, Conduct comprehensive financial analysis to recommend investment and insurance products, Acquire new-to-bank clients and expand existing relationships, Adhere to regulatory standards and compliance guidelines, Deliver exceptional customer service, Collaborate with product specialists to deliver holistic financial solutions
Seniority
Associate, entry-level IC