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 right product solutions.
Role type
Senior IC relationship manager (wealth management)
Builds
Customised wealth management solutions (investments, legacy planning, bancassurance)
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
sales, financial analysis, interpersonal skills, communication, product knowledge (equities, unit trusts, insurance), client relationship management
Preferred skills
experience in banking or financial industries, understanding of fintech developments
Responsibilities
Provide differentiated financial analysis and advice to uncover investment needs and objectives; Partner with product specialists and Bancassurance Specialists to offer expert guidance on customised solutions; Collaborate with administrative staff to provide professional round-the-clock service for banking, borrowing, and investment needs.