Analyst, Treasures Relationship Manager, Zhongshan Branch, Treasures & Distribution, Consumer Banking Group
Core
Support Relationship Managers in managing and growing the affluent client portfolio by preparing financial reviews, conducting market research, and facilitating client onboarding.
Role type
Analyst, Treasures Relationship Manager
Builds
Wealth management solutions for affluent clients
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, Market research, Regulatory compliance (KYC/AML), Client onboarding, Portfolio review, Data interpretation
Preferred skills
Regulatory certifications in financial advisory
Responsibilities
Support Relationship Managers in managing and growing the affluent client portfolio, Assist in preparing comprehensive financial portfolio reviews and investment proposals, Conduct market research and analyze financial data to identify investment opportunities, Facilitate client onboarding processes ensuring strict adherence to regulatory compliance, Resolve client queries efficiently, Collaborate with internal product specialists and operational teams to deliver seamless wealth management solutions