Client Portfolio Strategist
7 days ago
Treasures Private Client Relationship Manager
About the Role:
This is an exciting opportunity to join our dynamic team of wealth management professionals and contribute to driving TPC business growth. As a Treasures Private Client Relationship Manager, you will be responsible for promoting a full range of wealth management products and services to customers, while maintaining a strong focus on sales, service, customer growth, and retention performance.
Key Accountabilities:
- Bachelor's degree in Marketing, Finance, or related fields.
- Prior sales experience in consumer banking, preferably in private banking or affluence.
- Strong knowledge of financial markets, instruments, and regulatory environments.
- Excellent communication, interpersonal, and problem-solving skills.
- Ability to work in a fast-paced environment and adapt to changing circumstances.
- Registration as a Registered Representative (RI) Types 1 & 4.
- Proven track record in meeting or exceeding sales targets and revenue goals.
- Continuous professional development and staying updated with industry trends and best practices.
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