Job Purpose:
Attract, retain and grow a new-to-bank client base for investment products and
act as their trusted advisor to provide solutions and product across asset
classes in order to achieve the defined fee income, NTB, Liabilities Growth
and FX target.
Principal Accountabilities:
Acquire new-to-bank clients and fresh money for investment products
Achieve fee income target from sales of investment products
Increase the CASA / Liabilities growth
Conduct detailed risk-assessment and suitability assessment of clients and
offer products that are aligned to the client's risk profile.
Take responsibility of error-free execution of investment transactions and for
resolving client service requests in coordination with Investment Operations,
on an ongoing basis.
Manage relationship with investment clients on an ongoing basis and provide
regular market and portfolio updates in order to increase engagement with
clients and increase investments business
Have a clear understanding of investments business, global capital markets and
latest macro-economic trends and developments in the financial markets in
order to provide high quality of advice to clients and act as their trusted
advisor
Manage the inherent conflict in the job requirement - client needs and risk
appetite versus achieving revenue targets
Explore cross-sell opportunities within the investments client base for
different products and services of the bank.
Stay updated about Investment Products and Solutions being offered by the
bank. Where required, create bespoke solutions in coordination with the
Investment Team in Treasury.
Ensure compliance to internal and external regulatory requirements
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