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About the role
You will be a key member of the Relationship Management team, undertaking in depth analysis and assessment of the risks or opportunities associated with lending to new customers, as well as the risks or opportunities associated with increases in credit facilities to existing clientele. Additionally, you will attend customer meetings/events with Relationship Executives and Senior Executives, providing crucial Relationship support to our goal of being the #1 Business Bank.
What you'll be responsible for
Prepare reports and presentations to communicate investment research and investment decisions to key stakeholders
Select, buy, and sell securities to maximize returns and manage risk, and monitor the performance of investments regularly
Investment Relationship Management
Build and maintain relationships with clients, understanding their investment goals, and presenting investment recommendations
Skills you'll need
Works with others by being open, clear in communication and listening to achieve goals
Writes in a clear and structured format to convey information and ideas effectively to a target audience
Attention to detail
Accurately identifies and rectifies discrepancies or errors that exists in information and deliverables