**Responsibilities:**

+ Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
+ Introduces solutions to clients in building and strengthening an effective portfolio;
+ Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
+ Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
+ Identifies cross-sell opportunities to deepen and increase share of wallet;
+ Maximizes client experience by proactively sharing markets updates, trends and intelligence;
+ Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
+ Execution of strategic initiatives launched centrally at all levels (Group, Bank,...