Associate Treasures Relationship Manager
You will build relationships with high net worth clients, identify cross selling opportunities, monitor accounts and portfolios, support client events, coordinate service delivery, and follow banking regulations and procedures.
Responsibilities
- Develop and maintain relationships with high net worth clients
- Identify cross selling opportunities
- Collaborate with internal teams to deliver services
- Monitor client accounts and portfolios
- Participate in client events and networking activities
- Comply with regulations, policies, and procedures
Requirements
- Experience in a client-facing banking or financial services role
- Strong interpersonal and communication skills
- Problem-solving and analytical skills
- Track record of achieving sales targets and delivering client service
- Proficiency with banking and financial software applications
- Ability to work collaboratively and adapt to changing business needs
Benefits
- Benefits package