Associate Treasures Relationship Manager

You provide personalized financial advice to high net worth clients covering investment planning wealth management and estate planning. You build lasting client relationships understand financial goals recommend tailored solutions identify portfolio growth opportunities ensure regulatory compliance and coordinate with relevant specialists and product experts.

Responsibilities

• Provide personalized financial advisory services to high net worth clients
• Develop and maintain strong client relationships
• Deliver tailored financial solutions
• Identify growth opportunities within client portfolios
• Ensure compliance with regulations and internal policies

Requirements

• 3 to 5 years of experience in a similar role
• Experience in banking or financial services preferred
• Strong interpersonal and communication skills
• Analytical and problem-solving skills
• Knowledge of investment products wealth management strategies and financial planning
• Ability to collaborate across functions
• Commitment to exceptional client service