Develop clear investment theses, including the identification of key return drivers, value creation opportunities, downside risks and appropriate mitigants.
Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Use our Premier Wealth Services (PWS) Platform: A unique framework built specifically to drive you upstream into Corporate, Affluent and HNW segments. We back you up with specialized marketing support and warm lead generation.
Run the insider trading compliance programme, where applicable, including blackout periods, pre-clearance, insider lists and directors' and officers' shareholding disclosures.