Identify opportunities to cross-sell and up-sell other services and products, referring these opportunities to relevant teams to capture additional revenue
Identify opportunities to cross-sell and up-sell other services and products, referring these opportunities to relevant teams to capture additional revenue
Identify opportunities to cross-sell and up-sell other services and products, referring these opportunities to relevant teams to capture additional revenue
Operate within an Agile framework alongside regional teams, taking full accountability for the product roadmap and ensuring prioritization of user stories based on stakeholder inputs.
Stakeholder Coordination: work with stakeholders across business, operations, technology, and other functions to support product-related activities and deliverables
Strong client relationship management and the ability to converse clearly with all clients (retail & HNW), foreign brokers and Trading Representatives.