Senior Associate Treasures Relationship Manager
You will manage relationships with high net worth clients, understand their goals, recommend investment and wealth management products, monitor portfolios and market trends, identify business opportunities, and maintain regulatory compliance.
Responsibilities
- Develop and maintain relationships with high net worth clients
- Identify client needs and recommend tailored investment and wealth management products
- Collaborate with product specialists and investment advisors
- Monitor client portfolios and market trends
- Identify new business opportunities and referrals
- Ensure compliance with regulations and internal policies
Requirements
- Bachelor's degree or equivalent in finance, economics, or a related field
- 3-5 years of experience in a client-facing banking or wealth management role
- Strong interpersonal and communication skills
- Financial analysis, investment planning, and portfolio management proficiency
- Problem-solving and decision-making skills
- Ability to work collaboratively
- Commitment to exceptional customer service
Benefits
- Benefits package