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 portfolio analysis, investment reports, and client presentations.
Role type
Analyst supporting high-net-worth relationship management
Builds
Holistic wealth management solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio analysis, financial reporting, client presentation preparation, regulatory compliance, financial market knowledge, quantitative analysis, financial analysis tools
Preferred skills
Professional certifications in financial advisory
Responsibilities
Conduct comprehensive portfolio analysis and prepare investment reports, Assist in preparation of client presentations and financial plans, Ensure compliance of client transactions and onboarding, Collaborate with product specialists to deliver wealth management solutions, Handle client inquiries and resolve operational issues
Seniority
Individual Contributor