- Work with the Head, Wealth Market Products and Sales in the development and execution of marketing initiatives for the acquisition, retention and growth of target customer base.
- Directly work with customers to deepen and secure new business relationships through the analysis of needs and provision of foreign exchange products and services.
- Creatively tailor products to meet individual customer needs.
- Analyse and review quality of potential and existing business to ensure maximum profitability.
- Maintain accurate and up-to-date records of all actual and attempted customer interactions.
- Attend customer meetings that have defined call objectives, desired outcomes and a well-constructed plan.
- Liaise and provide leadership in areas of expertise, particularly in the provision of products and services to customers.
- To periodically visit the branches with the objective of providing support in marketing their customers, disseminating information on Financial Markets products and understanding their Financial Markets needs.
- To maintain constant relationship with Retail and Commercial Clients through site visits and telephone calls.
- Market new FX products.
- To identify opportunities for cross - selling and referral to other SCB lines through developing and maintaining a close understanding of customers' businesses.