Coverage banker within a well integrated platform with Wholesale Bank combining Wealth Management, Global Markets and Investment Banking to provide seamless business connectivity to HNWI, Family Offices and Corporates.

• Provide highest quality in advice and ensuring portfolio risks are managed through systematic management of client’s positions and portfolios• To manage and develop an existing portfolio of HNW relationships and to generate revenue from the portfolio• Aligning the financial advice and investment strategy with the client profile and offer products suited for clients’ needs• Assisting the Sr. Relationship Managers in managing client relationships; which includes market and data updates• Attending to queries by clients on transaction related issues and providing data on available credit utilization and leveraging for clients with credit facilities;• Involving Credit Suisse’s One Bank resources, teams and specialists to expand relationships including Corporate/Investment banking requirements.• Placing and following up on orders with Treasury;

Played a key role in servicing and expanding the Client Advisor’s business. Interfaced with external clients, anticipate their different needs, resolve issues and follow through to provide exceptional value added service. Proactively supporting the Client Advisor to obtain and prepare key client documentation and ensuring documentation compliance. Assist in all settlement and operational functions in the processing of all trades handled by the desk.Ensure timely execution and accuracy of trade orders.