Client partner: Act as the “Investment Specialist” at the kitchen table for our wealthy clients and their families, delivering and implementing the full Discretionary and Advisory offering, partnering with the Client Advisors, and being innovative and tenacious in meeting client needs.
- Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary solutions.
- Understand the clients’ needs and preferences for bespoke discretionary portfolio management.
ICS partner: the voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet:
- Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
- Communicate our house view to Client Advisors and clients, ensuring high quality ‘after sales’ content for discretionary mandates, when needed and requested by clients.
- Ensure that CAs are ‘enabled’ to provide best ideas to meet client needs
- Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke discretionary mandates, while implementing the Portfolio Construction team model portfolios and recommendations in Core and Personal discretionary solutions.
- Deal with more sophisticated clients that would need specific tailoring in the ir bespoke discretionary portfolios.
- Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)
Client Advisors partner: ensure we drive a holistic approach to client relationships
- Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.
- Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients
Change partner: be an agent of change for strategic transformation
- Favour book transition according to Group objectives
- Support solutions’ harmonisation to a more efficient value chain for investments
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