Senior Associate Treasures Relationship Manager
You will manage relationships with high net worth clients, understand their goals, recommend wealth management products and services, monitor portfolios, provide investment updates, expand the client base, and follow relevant regulations.
Responsibilities
- Develop and maintain relationships with high net worth clients
- Identify and address client needs
- Offer wealth management products and services
- Monitor client portfolios and provide recommendations
- Participate in client events and networking activities
- Comply with regulations, policies, and procedures
Requirements
- 3-5 years of experience in a similar wealth management or private banking role
- Strong interpersonal and communication skills
- Problem-solving and analytical skills
- Thorough knowledge of wealth management products, services, and investment strategies
- Track record of achieving or exceeding sales and revenue targets
- Ability to work collaboratively across departments
- Commitment to continuous learning and professional development
Benefits
- Benefits package