Analyst Treasures Relationship Manager Consumer Banking Group

You will support Relationship Managers in growing affluent client portfolios. You will prepare portfolio reviews and investment proposals, research markets and financial data, facilitate compliant client onboarding, resolve client queries, and coordinate with specialists and operational teams to deliver wealth-management solutions.

Responsibilities

• Support Relationship Managers in managing and growing affluent client portfolios
• Prepare financial portfolio reviews and investment proposals
• Conduct market research and analyze financial data to identify investment opportunities
• Facilitate client onboarding in accordance with regulatory, KYC, and AML guidelines
• Resolve client queries and provide administrative support
• Collaborate with product specialists and operational teams to deliver wealth management solutions

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related discipline
• Prior experience in wealth management, consumer banking, or financial services
• Understanding of financial markets, investment products, and wealth management concepts
• Interpersonal and communication skills
• Financial analysis and data interpretation
• Relevant regulatory certifications in financial advisory are an advantage