Treasures Relationship Manager (Onshore), Consumer Banking Group
Core
Creating, growing, and strengthening the wealth of high net-worth customers and their families by delivering personalized financial advice and product solutions.
Role type
Senior IC relationship manager (wealth management)
Builds
Customized wealth management solutions including investments, insurance, and legacy planning for affluent clientele
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, sales, interpersonal communication, knowledge of equities, unit trusts, and insurance
Preferred skills
Experience in banking or financial industries, understanding of fintech developments
Responsibilities
Provide differentiated financial analysis and advice to uncover investment needs, partner with product specialists to offer customised solutions, collaborate with administrative staff to deliver round-the-clock service
Seniority
Mid-level, hands-on IC