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 product solutions.
Role type
Senior Individual Contributor 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
sales experience, understanding of equities and unit trusts, interpersonal skills, communication skills
Preferred skills
knowledge of fintech developments, understanding of insurance and personal investment services
Responsibilities
Provide differentiated financial analysis and advice to uncover client investment needs, partner with product specialists to offer customised solutions, collaborate with administrative staff to deliver round-the-clock banking and investment services