Meet minimum service requirements, including traveling to meet with clients, contacting clients and recording communication within our internal contact management software
Driving the preparation of reports by collating and tracking data/ information / statistics for regular reporting and using data visualisations to present findings in appropriate formats in key meetings
Review client instructions and coordinate investment and banking transactions, including securities, funds, bonds, foreign exchange, structured products, deposits, transfers, and other products, subject to the individual’s authority, regulatory status, and the Company’s policies and controls.
Serve as the primary point of contact for customers on all order-related matters, including delivery commitments, pricing, engine status, and commercial enquiries.
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)