ALYST, Treasures RM, Consumer Banking Group
Core
Support Relationship Managers in managing and growing a portfolio of high-net-worth clients by preparing portfolio reviews, financial analyses, and client presentation materials.
Role type
Senior IC relationship management analyst (wealth management)
Builds
Holistic financial solutions for high-net-worth clients
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
financial analysis, portfolio management, market research, regulatory compliance, data analysis
Preferred skills
professional financial advisory certifications
Technologies
financial analysis tools, office productivity software
Responsibilities
Prepare comprehensive portfolio reviews and financial analyses; Assist in executing investment transactions and wealth management products; Conduct market research to identify investment opportunities; Ensure adherence to regulatory and compliance standards; Liaise with internal product specialists to deliver financial solutions.
