Analyst, Treasures Relationship Manager, Nanjing Songjiang Branch, Treasures & Distribution, Consumer Banking Group
Core
Support Relationship Managers in managing and growing a portfolio of high-net-worth clients through comprehensive portfolio analysis, investment reports, and client advisory.
Role type
Analyst supporting high-net-worth client relationship management
Builds
Holistic wealth management solutions and client financial plans
Domain
Consumer Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial analysis, Portfolio analysis, Investment instruments knowledge, Regulatory compliance, Client presentation preparation, Stakeholder collaboration
Preferred skills
Financial advisory certifications, Advanced financial analysis tools proficiency