Senior Associate Treasures Private Client Relationship Manager

You will build relationships with high net worth clients, understand their financial goals and provide customized solutions. You will identify cross-selling opportunities collaborate with investment and wealth management specialists monitor client accounts and support acquisition and retention strategies while following regulatory requirements.

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 investment and wealth management specialists
• Monitor client accounts portfolios and transactions
• Ensure compliance with bank policies and regulatory requirements
• Implement client acquisition and retention strategies

Requirements

• Experience in a client-facing banking or financial services role
• Strong interpersonal and communication skills
• Ability to build trust with high-net-worth clients
• Proficiency in financial analysis investment planning and wealth management
• Excellent problem-solving and decision-making skills
• Track record of achieving or exceeding sales and client satisfaction targets
• Ability to collaborate with cross-functional teams and stakeholders
• Commitment to continuous learning and professional development