Treasures Relationship Manager Onshore

You will identify sophisticated clients’ investment needs and objectives and provide financial analysis and advice. You will work with product and bancassurance specialists to develop tailored solutions, support clients’ banking, borrowing, and investment needs, maintain client relationships, and stay current on industry trends, investment offerings, and fintech developments.

Responsibilities

• Provide financial analysis and advice to identify client investment needs and objectives
• Partner with product and bancassurance specialists to provide customized solutions
• Collaborate with administrative staff to support banking, borrowing, and investment needs
• Grow and strengthen high-net-worth client relationships
• Stay current on industry trends, investment products, service offerings, and fintech developments

Requirements

• Hold a tertiary qualification
• Have at least 3 years of sales experience with consistent sales performance, preferably in banking or financial industries
• Understand equities, unit trusts, insurance, and personal investment services
• Demonstrate interpersonal and communication skills