Assistant Vice President Treasures Relationship Manager

You will develop relationships with high net worth clients by understanding their financial goals and providing tailored solutions. You will identify cross-selling opportunities monitor accounts and portfolios collaborate with internal specialists participate in client events and maintain accurate client records.

Responsibilities

• Develop and maintain relationships with high net-worth clients
• Understand client financial goals and provide tailored solutions
• Identify cross-selling opportunities to expand client portfolios
• Collaborate with wealth management and investment advisory specialists
• Monitor client accounts portfolios and market trends
• Participate in client events and networking activities
• Maintain accurate and current client records and documentation

Requirements

• Experience in a similar role preferably in banking or financial services
• Strong interpersonal and communication skills
• Ability to build trust with high-net-worth clients
• Excellent problem-solving and analytical skills
• Proficiency with financial analysis tools and CRM systems
• Track record of achieving sales targets and client satisfaction
• Ability to work independently and collaboratively