The main role is to identify new and emerging trends in the investment markets and develop and maintain Bank propositions to be fit for purpose in the UHNW/HNW client market segments in which the Private Banking Group is active.
o Identify, evaluate, develop and promote new investment, protection, deposit, loan and such other regulated products and tailored propositions.
o Maintain a suite of recommendation lists.
o Support sales strategies and development.
o Support mitigation of regulatory and business risk.
o Oversee the completion of enquirers from sales and relationship managers.
Create investment solutions for the Banks UHNW/HNW clients based on well defined client needs and market segments, the characteristics of which reflect the attributes of such products/propositions.
Build and grow the offering suite for bank's Private Banking by proactively identifying and on boarding new investment ideas and by maintaining a suite of recommendation lists and products for the sales teams.
Negotiating, finalizing and building effective revenue streams (both upfront and annuity ) for the offering suite, to generate fee income for attainment of business goals
Act as subject matter expert, provide product knowledge and support to the sales team, raising awareness and understanding of the proposition and new product launches
Work with clients and RMs to structure optimum investment solutions within banks regulatory framework and as per clients risk appetite.