Assists RMs in understanding clients better, meeting clients together with RMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.
Conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions.
Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks,
Join RMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions;
Communicate effectively with clients on complex technical subjects, helping them to improve understanding of financial markets and the value and risks of financial solutions through educational events
Initiate and conduct educational events with clients to improve clients’ financial literacy and knowledge of financial markets and solutions
Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders
Ensure all processes and procedures are accurate and in accordance with the bank policy