Treasures Relationship Manager

Roles and Responsibilities :

• Manage relationships with high net worth individuals (HNIs) and corporate clients to identify their financial goals and provide tailored investment solutions.
• Conduct portfolio reviews, analyze market trends, and recommend mutual fund, PMS, AIF, private banking products to achieve client objectives.
• Develop new business opportunities by identifying cross-sell potential across various product lines.
• Ensure timely delivery of services while maintaining exceptional customer service standards.

Job Requirements :

• 5 - 15 years of experience in wealth management or related field.
• Strong understanding of mutual funds, PMS, AIF, private banking products.
• Excellent communication skills for effective relationship building with HNI/corporate clients.