Client Profiling and Product Offering:Conduct in-depth analysis of client needs and prepare tailored products and solutions for further team offerings to enhance client loyalty.Personally engage in client negotiations, when necessary, to assess and align on client requirements.Portfolio Management:Manage the existing deposit base and work on attracting new funds.Participate in regular portfolio review meetings, monitor client accounts, and resolve challenges. Market Research and Client Acquisition:Request and analyze reports to identify and attract potential clients.Investment Product Distribution:Oversee the allocation of investment products across subordinate teams.Business Development:Identify client needs and new business opportunities.Collaborate with internal teams to improve products and processes.Detect and resolve service-related issues in a timely manner.Compliance and Risk Management: Manage compliance, AML, operational risks, and financial aspects, including best-price agreements.Ensure the team’s activities comply with internal policies, regulatory requirements, and operational risk standards.Share relevant updates with team members.Management and Coordination:Continuously support the professional development of team members.Initiate training sessions when needed (AML, brokerage, and other key topics).Manage the effective integration and onboarding of new bankers.Monitor progress and deadlines of team assignments.Oversee and coordinate each team member to ensure the achievement of their KPIs.Minimize direct client interactions within the managerial function while assuming responsibility for all team clients.
