Meet annual goals / budgets set by manager for self
Develop existing and new relationships
Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate
Maintain good level of knowledge of the Bank’s systems and regulatory environment
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