Senior Associate Treasures Relationship Manager
You will provide personalized wealth management solutions to high net worth clients. You will identify their needs recommend investment banking and insurance products maintain strong relationships and deliver tailored financial guidance while meeting sales targets and following compliance policies.
Responsibilities
- Provide personalized wealth management solutions to high net-worth clients
- Identify client needs and recommend suitable investment banking and insurance products
- Maintain strong client relationships through regular communication and exceptional service
- Collaborate with cross-functional teams to deliver a seamless client experience
- Achieve individual and team sales targets
- Follow compliance and risk management policies
Requirements
- Experience in wealth management private banking or a similar client-facing role
- Strong interpersonal and communication skills
- Ability to analyze client financial needs and provide tailored solutions
- Proficiency in financial planning investment and portfolio management
- Excellent problem-solving and decision-making skills
- Commitment to exceptional client service