• Continual involvement with internal networks, including Private Bank and the clients branch network to raise awareness of services available. • You will act as a representative for UK Investment Management team within internal and eternal markets, including existing clients.
• You will maximize client retention and be a part of growing new business.
• Ensure all portfolios are invested in appropriate core service solutions wherever possible.
• Work as a team
Professional Qualifications:
• My client is looking for candidates who have the SI Diploma (or CFA equivalent)