Treasures Relationship Manager Onshore Consumer Banking Group

You will identify clients' investment needs and objectives, provide financial analysis and advice, and recommend suitable solutions. You will work with product and bancassurance specialists and administrative staff to support clients' banking, borrowing, and investment needs.

Responsibilities

• Provide financial analysis and advice to identify investment needs and objectives
• Partner with product and bancassurance specialists to offer customised solutions
• Collaborate with administrative staff to support banking, borrowing, and investment needs
• Stay informed about industry trends, investment products, services, and fintech developments

Requirements

• Tertiary qualification
• At least 3 years of sales experience with consistent sales performance
• Banking or financial industry experience is preferred
• Understanding of equities, unit trusts, insurance, and personal investment services
• Interpersonal and communication skills