Treasures Relationship Manager (Onshore), Consumer Banking Group
Core
Creating, growing, and strengthening the wealth of high net-worth customers and their families by uncovering needs and delivering product solutions.
Role type
Relationship Manager (Wealth Management)
Builds
Customised wealth management solutions including investments, legacy planning, and bancassurance.
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, financial analysis, interpersonal communication, understanding of equities, unit trusts, insurance
Preferred skills
experience in banking or financial industries, knowledge of fintech developments
Responsibilities
Provide differentiated financial analysis and advice to uncover investment needs; Partner with product specialists and Bancassurance Specialists to offer expert guidance; Collaborate with administrative staff to provide professional round-the-clock service.
Seniority
Mid-level, hands-on IC