Analyst, Treasures Relationship Manager, Consumer Banking Group
Core
Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and retirement planning.
Role type
Senior Relationship Manager (Consumer Banking)
Builds
Comprehensive financial solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Investment planning, Wealth management, Retirement planning, Portfolio management, Client relationship management, Sales target achievement, Financial tools proficiency
Responsibilities
Identify client needs and recommend appropriate financial solutions, Maintain strong relationships with clients by regularly reviewing their portfolios, Collaborate with cross-functional teams to deliver comprehensive financial solutions, Contribute to team growth by sharing best practices