Relationship Manager - Insignia

Job Description:

- Insignia RMs should possess a deep understanding of financial products and services, including but not limited to:

- Current Account and Savings Account (CASA): Proficiency in managing and optimizing clients' cash flows through our current and savings account offerings.

- Treasury and Foreign Exchange (TFx): Ability to advise clients on foreign exchange transactions, hedging strategies, and treasury products to mitigate currency risks.

- Lending Products: Expertise in structuring and recommending lending solutions such as loans, credit lines, and mortgages tailored to clients' financial objectives.

- Investments: Sound knowledge of investment products, asset allocation strategies, portfolio management, and market trends to help clients achieve their wealth accumulation goals.