Your next challenge:
- Manage and retain existing relationships with clients,
and increase ROA - Detect client needs and preferences and offer
appropriate products and services (financial, legal and tax products) - Ensure that client instructions are well executed to
guarantee a high level of service - Coordinate client events (conferences and sponsored
activities) and organize key actions to acquire new clients - Keep abreast of developments in financial markets and
make sure the bank’s investment strategy is properly implemented