AVP, Treasures Relationship Manager (Onshore), Consumer Banking Group
Core
Managing relationships with high net-worth clients to create, grow, and strengthen their wealth through personalized financial advice and investment solutions.
Role type
Senior IC relationship manager (wealth management)
Builds
Customized wealth management solutions including investments, insurance, and legacy planning for affluent clientele
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, investment product knowledge, interpersonal communication, client relationship management
Preferred skills
Understanding of equities, unit trusts, insurance, fintech developments
Responsibilities
Provide differentiated financial analysis and advice to uncover client investment needs; Partner with product specialists and Bancassurance specialists to offer customised solutions; Collaborate with administrative staff to provide round-the-clock service for banking, borrowing, and investment needs
Seniority
Senior, hands-on IC