Senior Associate, Treasures Relationship Manager (Onshore), Consumer Banking Group
Core
Managing relationships with high net-worth onshore clients to create, grow, and strengthen their wealth through personalized financial advice and product solutions.
Role type
Senior Associate Relationship Manager (Wealth Management)
Builds
Wealth management solutions and investment portfolios for affluent individuals and families
Domain
Banking, Wealth Management, Financial Services
Deliverable
client delivery
Required skills
wealth management, relationship management, financial analysis, sales, investment products knowledge, client advisory
Preferred skills
banking industry experience, financial industry experience
Technologies
null
Responsibilities
providing financial analysis and advice, uncovering investment needs, partnering with product specialists, offering customized solutions, collaborating with administrative staff for client service
Seniority
Senior Associate, hands-on client facing