Designing and originating new business proposals that are appropriate to the needs of our clients.
Ascertaining the Investor s goals
Calculating the investor s risk appetite.
Devising a suitable Investment strategy.
Monitoring the investors portfolio
Understanding how our products and services compare with competitors and using this knowledge to maximize opportunities when undertaking personal reviews.
Building and maintaining relationships with stakeholders and leading commercial negotiations and agreements of contractual terms with new intermediaries.
Working closely with other product teams to deliver a comprehensive, integrated, and high-quality banking relationship for our clients