User:Amwelladmin: Difference between revisions

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Good working relationship with Credit Risk Control, Prime Brokerage Sales, Prime Services Risk and Transition regarding Equity Prime Brokerage clients and Hedge Fund Services. 
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Identifying client concerns and offering practical solutions in paving the way towards a streamline negotiation with Hedge Fund and Prime Brokerage clients.
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Keep PB Sales and Transition informed of:
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* problem issues arising with difficult clients,
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* the status of on going negotiations,
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* completed negotiations,
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Respond efficiently and promptly to client enquiries and CRC requests.
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Promptly escalating client concerns to CRC, PB Sales, Risk and Transition to minimise client relationship risk at an early stage in the negotiation process.
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Keep senior management informed of negotiation status involving sensitive high profile clients.
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Support and assist PB Sales on legal related issues.
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Latest revision as of 08:52, 6 September 2024

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