This role is to become the "center of financial markets knowledge" int he asisgned team with the goal to optimise the relationships ROA while ensuring product suitability with clients expections
Support the Front Office in the Investment advice related to thier clients portfolios
Ensure all advisory fee-paying client portfolios are reviewed in accordance with client segmentation policy
Support RMs in their client visits to increase the chances of deepening the relationship and/or closing deals
Deveop and roll out appropriate Account Development Strategies for selected clients
Introduce new products to the Front Office
Participate in meetings/conference calls for the market segment and the branch
Knowledge, education and work experience required:-
Professional Financial qualification at advanced level
Minimum 5 years relevant work experience within an investment environment, Private Banking, Trading Room or Asset Management
Hands on experience with trading and selling of financial intruments
Experienced as either economist, fund manager, trader, product manager
Experience with client integrity and knowledge of anti-money laundering and know your client compliance issues