VP, Treasures Private Client Relationship Manager, Capital Place, Consumer Banking Group
Core
Lead acquisition and management of Treasures Private Client (TPC) relationships, delivering customized wealth management and financial planning solutions to high-net-worth individuals.
Role type
VP, Private Client Relationship Manager
Builds
Customized wealth management and financial planning solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
High-net-worth portfolio management, wealth advisory, treasury products, structured investments, regulatory compliance, risk management, financial planning
Preferred skills
Investment strategy, asset allocation optimization, client acquisition
Technologies
N/A
Responsibilities
Acquire new Treasures Private Client relationships, manage and grow existing TPC portfolios, provide professional advisory services across investment and insurance products, achieve business targets through portfolio deepening and asset allocation, collaborate with investment strategists and portfolio managers, conduct regular portfolio reviews, ensure adherence to regulatory guidelines and risk frameworks
Seniority
VP, strategic leadership with hands-on client management