Senior Associate, Treasures Relationship Manager, Consumer Banking Group

About the role

Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals Maintain a strong understanding of the bank's products and services, as well as the market landscape, to provide clients with the most suitable recommendations

What you'll do

• Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
• Collaborate with cross-functional teams, such as investment specialists and product managers, to deliver comprehensive financial solutions to clients

What you need

• Wealth management