Direct Responsibilities
- Meet annual goals / budgets set by manager for self
- Develop existing and new relationships
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
- Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate
- Maintain good level of knowledge of the Bank's systems and regulatory environment
