Treasures Relationship Manager

Roles and Responsibilities :

• Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones.
• Identify opportunities for cross-selling of priority banking products and services to HNI customers.
• Develop and implement strategies for retaining existing HNI clients through personalized service and product offerings.
• Collaborate with internal teams to resolve customer issues and improve overall client satisfaction.

Job Requirements :

• 5-16 years of experience in HNI sales, wealth management, or related fields.
• Proven track record of success in acquiring new HNI clients and growing existing relationships.
• Strong understanding of priority banking products and services, including investment banking, private banking, etc.