ALYST, Treasures RM, Consumer Banking Group
Core
Support Relationship Managers in managing and growing a portfolio of high-net-worth clients through comprehensive portfolio analysis, investment reports, and client presentations.
Role type
Relationship Management Analyst (Treasures RM)
Builds
Holistic wealth management solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Required skills
Portfolio analysis, Financial reporting, Client advisory, Regulatory compliance, Financial planning, Market updates
Preferred skills
Professional certifications in financial advisory
Technologies
Financial analysis tools, Office productivity software
Responsibilities
Conduct comprehensive portfolio analysis and prepare investment reports, Assist in preparation of client presentations and financial plans, Ensure compliance with regulatory standards and internal policies, Collaborate with product specialists to deliver wealth management solutions, Handle client inquiries and resolve operational issues
Seniority
Individual Contributor