AVP, Treasures Relationship Manager, World Trade Center Branch, Treasures & Distribution, 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 advisory.
Role type
Senior IC relationship manager (wealth management)
Builds
Holistic wealth management solutions for high-net-worth clients
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
portfolio analysis, financial reporting, client advisory, regulatory compliance, financial planning, stakeholder collaboration, operational issue resolution
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 preparing 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
Senior, hands-on IC