Analyst, Treasures Banking Relationship Manager, Pluit, Consumer Banking Group
Core
Manage and grow a portfolio of high-net-worth clients by providing tailored financial planning and wealth management solutions.
Role type
Relationship Manager (Consumer Banking)
Builds
Comprehensive investment, insurance, and banking solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, wealth management, client acquisition, portfolio review, regulatory compliance, financial market knowledge, investment product knowledge, insurance solutions knowledge
Preferred skills
Relevant financial and wealth management certifications
Responsibilities
Manage and grow a portfolio of high-net-worth clients, Achieve business targets through active acquisition of new clients and deepening relationships with existing clients, Conduct regular portfolio reviews to ensure alignment with clients' financial goals and risk profiles, Collaborate with product specialists to deliver comprehensive investment, insurance, and banking solutions, Adhere to all regulatory, compliance, and internal control standards to mitigate risk