Analyst, Relationship Manager-Loan Against Property, Consumer Banking Group
Core
Provide personalized financial advice and mortgage solutions to high-net-worth clients within and outside the Treasures segment.
Role type
Senior Relationship Manager (Mortgages)
Builds
Mortgage products and services
Domain
Consumer Banking / Real Estate Finance
Deliverable
client delivery
Required skills
Financial analysis, risk profiling, sales strategy development, regulatory compliance, portfolio management, client relationship management
Preferred skills
Understanding of complex financial concepts, independent work capability
Responsibilities
Understand clients' financial goals and risk profiles to recommend mortgage products, proactively engage with clients to review mortgage portfolios, collaborate with internal teams to deliver seamless client experiences, contribute to sales strategies and initiatives, ensure compliance with policies and regulations
Seniority
Senior, client-facing IC