Private Banking Relationship Manager
7 days ago
Treasures Private Banking Overview
Our team of experienced investment advisors identifies opportunities in various asset classes and employs effective strategies and product vehicles to cater to each client's unique needs.
Job Description:
The Treasures Private Client Relationship Manager will drive TPC business by promoting a full range of wealth management products and services to customers. This role is accountable for sales, service, customer growth, and retention performance of the TPC segment.
Responsibilities:
- Develop and implement personalized financial plans to meet customers' goals and objectives.
- Promote and sell wealth management products/services that align with customers' profiles and risk tolerance.
- Maintain regular communication with clients to understand their needs, preferences, and concerns.
- Stay up-to-date with market trends, product offerings, and regulatory requirements to provide expert advice to clients.
- Maximize client satisfaction by delivering exceptional service and building strong relationships.
- Meet or exceed sales targets and revenue goals from Assets Under Management (AUM).
Requirements:
- PWMA qualification preferred.
- Minimum 5 years' sales experience in consumer banking, preferably in affluent/private banking.
- Strong understanding 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.
- Degree Holder or equivalent, preferably in Finance, Marketing, or Business disciplines.
- Professional certifications such as CFP, CFA, or equivalents highly valued.
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