Key Responsibilities:
- Servicing of Clients
- Relationship building and management
- Team Management
- Projects
- Knowledge Sharing
Key Requirements:
- Product and Market knowledge; including Equities, FI, Property and Cash
- Client Knowledge; gaining an in-depth knowledge of the assigned clients business and investment profile
- Communication Skills; excellent communication skills both internally and externally
- Teamwork; build and maintain excellent working relationships with the wider distribution team
- Initiative; able to act decisively, and work unsupervised
- Act as a mentor; to other Client Management colleagues
- System skills; excellent knowledge of Salesforce and other CRM systems
Social Stream