Analyst, Treasures Relationship Manager, Consumer Banking Group

Business Function

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and retirement planning
• Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
• Maintain strong relationships with clients by regularly reviewing their portfolios and providing timely updates
• Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
• Contribute to the growth and development of the Treasures RM team by sharing best practices and participating in team initiatives

Requirements

• Minimum years of experience in a similar role, preferably in the banking or financial services industry
• Strong analytical and problem-solving skills, with the ability to understand complex financial concepts
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
• Demonstrated track record of providing exceptional client service and achieving sales targets
• Proficient in the use of financial analysis tools and portfolio management software

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