Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managersand clients based on regulatory context BO domicile an investment strategy;
Create and develop tailor-made investment proposals - create proposal in a portfolio context based on clients risk profile; - prepare bespoke investment proposals for acquiring new business as well as for existing clients; - provide proactive investment advice to sophisticated clients in accordance with clients investment guidelines and the Banks policies;
Ensure compliance with predefined portfolio parameters;
Monitor and analyse portfolios carrying out detailed portfolio and performance reviews;
Execute and document trades cash management and create client reports;
Support / assist Relationship Managers - in general investment questions and on investment-related activities; - in client acquisition and retenti...
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