•Engage with other parts of the business as appropriate to ensure client queries are responded to in a timely manner, problems are solved, opportunities are realised and excellent service is provided.•Ensure work practices are conducted in accordance with all Bank risk management and compliance requirements, as specified in Bank policy, corporate and business unit procedures and the staff handbook.•Collaborate and communicate within and across teams to build strong and effective… Show more •Engage with other parts of the business as appropriate to ensure client queries are responded to in a timely manner, problems are solved, opportunities are realised and excellent service is provided.•Ensure work practices are conducted in accordance with all Bank risk management and compliance requirements, as specified in Bank policy, corporate and business unit procedures and the staff handbook.•Collaborate and communicate within and across teams to build strong and effective relationships and to achieve individual, team and business goals Show less

* Research underlying shares of Structured Products* Research the issuer of Corporate Bonds* Research on Wrap Platform

* Entering & preparing client data through XPlan's Wealth Solver* Generate & personalise record of advice using XPlan and Microsoft Office