About the role
AI summarisedThe Treasures Relationship Manager is responsible for managing and growing a portfolio of high-net-worth clients in the North Asia market, providing wealth management and banking solutions. The role involves acquiring new clients, deepening relationships, and ensuring compliance with regulatory requirements.
BusinessFull-timeGeneral
Key Responsibilities
- Manage and grow a portfolio of high-net-worth clients in the North Asia market
- Acquire new-to-bank clients through referrals and networking
- Provide wealth management and banking solutions tailored to client needs
- Deepen client relationships through regular engagement and reviews
- Ensure compliance with AML, KYC, and other regulatory requirements
- Collaborate with product specialists to deliver integrated solutions
- Achieve individual sales targets and contribute to team goals
Requirements
- Bachelor's degree in any discipline
- Minimum 5 years of experience in wealth management or private banking
- Strong knowledge of investment products, insurance, and banking solutions
- Proven track record in client acquisition and relationship management
- Excellent communication and interpersonal skills
- Fluent in English and Mandarin (to serve North Asia clients)
- Relevant certifications such as CMFAS or CFA preferred
- Ability to work in a fast-paced, target-driven environment