Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
Core
Manage and grow a portfolio of affluent clients by providing personalized financial planning and wealth management solutions.
Role type
Associate, Treasures Banking Relationship Manager
Builds
Personalized financial planning and wealth management solutions for affluent clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, relationship management, regulatory compliance, market trend analysis
Preferred skills
Knowledge of investments, insurance, and treasury solutions
Responsibilities
Analyze clients' financial needs and recommend suitable investment, insurance, and treasury products; Collaborate with product specialists and internal support teams to deliver comprehensive financial solutions; Keep abreast of market trends and financial products to provide timely and accurate advice to clients
Seniority
Associate, entry-level IC