The SRM analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.
Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change; perform business analytics as needed to support financial advisors in the growth of the business.
In this role, you will ability to utilize tools and techniques for understanding the needs of customers; markets to clients a full suite of bank products. Promotes financial ideas and solutions from new or existing relationships resulting in increased revenue generation.
Responsible for accounts of moderate intricacy, complexity, level of risk and annual fee generation.Responsible for timely execution of all cash flows, fee billing, internal and external reporting, tickler processing.
Maintain extensive collaboration and communication between the Global Functions HR Leaders to ensure the on-going alignment of client priorities, expectations, resource availability and service delivery.