Analyst, Treasures Relationship Manager, Consumer Banking Group

About the role

Acquire new clients and deepen existing relationships through proactive networking and referrals.

What you'll do

• Manage and grow a portfolio of affluent and high-net-worth clients by providing personalized financial advisory services
• Deliver comprehensive wealth management solutions, including investments, insurance, and treasury products, tailored to clients' financial goals and risk profiles
• Conduct regular portfolio reviews and market updates to ensure optimal asset allocation and client satisfaction

What you need

• Wealth management
• Treasury
• Insurance