Associate, Treasures Relationship Manager, Consumer Banking Group

About the role

Develop and maintain strong relationships with clients, understanding their unique financial goals and objectives Analyze client portfolios and make recommendations to optimize their investments and achieve their financial targets Stay up-to-date with market trends, economic conditions, and regulatory changes to provide clients with timely and relevant advice

What you'll do

• Provide comprehensive financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
• Develop and maintain strong relationships with clients, understanding their unique financial goals and objectives
• Analyze client portfolios and make recommendations to optimize their investments and achieve their financial targets

What you need

• Wealth management