Treasures RM, Consumer Banking Group
Core
Acquire new affluent customers and provide tailored wealth management, insurance, and investment solutions through financial needs analysis and cross-selling.
Role type
Senior Relationship Manager (Affluent Consumer Banking)
Builds
Wealth management products, insurance policies, and investment portfolios for affluent individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, portfolio management, regulatory compliance (KYC, AML), sales target achievement, Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP designation
Technologies
Investment platforms, banking core systems, CRM tools
Responsibilities
Acquire new affluent customers via cross-selling and referrals; Conduct financial needs analysis to offer tailored wealth management and insurance products; Execute financial transactions and handle customer inquiries; Maintain regular contact to deepen relationships and increase share of wallet; Adhere to regulatory requirements and internal control measures.
Seniority
Mid-Senior, hands-on IC