Provide specialist product agnostic investment support and execution to clients and frontline teams to meet clients’ investment objectives and feedback to ensure provision of best solution. Liaise with product specialists across a range of investment asset classes to discuss client requirements and feedback to ensure provision of best solutions. Provide portfolio analysis and liaise with Clients on own portfolio to feedback on portfolio performance and seek opportunity to cross sell and deepen wallet share.
Minimum Qualifications
Experience Required
Behavioral Competencies:
Technical Competencies:
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