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.
• Offer a range of products including mutual funds, private banking services, PMS, AIFs, and other wealth management offerings to meet client needs.
• Develop and maintain strong understanding of market trends, economic indicators, and regulatory changes to make informed investment recommendations.
• Monitor client portfolios regularly to ensure alignment with their objectives and adjust strategies accordingly.

Job Requirements :

• 3-20 years of experience in treasury or related field such as asset management or private banking.
• Strong knowledge of various types of investments including mutual funds, private equity, real estate investment trusts (REITs), exchange-traded funds (ETFs).
• Excellent communication skills for building rapport with HNI clients and ability to understand their complex financial situations.