Analyst, Treasures Relationship Manager, Consumer Banking Group

About the role

Maintain strong relationships with clients by regularly reviewing their portfolios and providing timely updates Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions

What you'll do

• Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and retirement planning
• Maintain strong relationships with clients by regularly reviewing their portfolios and providing timely updates
• Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions

What you need

• Wealth management