- Designing and originating current 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