Associate, Treasures Relationship Manager (Offshore), Global & ASEAN, Consumer Banking Group
Core
Managing relationships with high net-worth clients to create, grow, and strengthen their wealth through personalized financial advice and product solutions.
Role type
Associate Relationship Manager (Offshore)
Builds
Customized wealth management solutions including investments, insurance, and legacy planning for affluent clientele.
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
sales experience, understanding of equities, unit trusts, and insurance, interpersonal skills, communication skills
Responsibilities
Providing differentiated financial analysis and advice to uncover client investment needs, partnering with product specialists to offer customised solutions, collaborating with administrative staff to deliver round-the-clock service.
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