User:Amwelladmin: Difference between revisions
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Good working relationship with Credit Risk Control, Prime Brokerage Sales, Prime Services Risk and | Good working relationship with Credit Risk Control, Prime Brokerage Sales, Prime Services Risk and Transition regarding Equity Prime Brokerage clients and Hedge Fund Services. | ||
Transition regarding Equity Prime Brokerage clients and Hedge Fund Services. Keep PB Sales and | Identifying client concerns and offering practical solutions in paving the way towards a streamline negotiation with Hedge Fund and Prime Brokerage clients. | ||
Transition informed of: * problem issues arising with difficult clients, * the status of on going negotiations, * | Keep PB Sales and Transition informed of: | ||
completed negotiations, Keep senior management informed of negotiation status involving sensitive high | * problem issues arising with difficult clients, | ||
profile clients. | * the status of on going negotiations, | ||
* completed negotiations, | |||
Respond efficiently and promptly to client enquiries and CRC requests. | |||
Promptly escalating client concerns to CRC, PB Sales, Risk and Transition to minimise client relationship risk at an early stage in the negotiation process. | |||
Keep senior management informed of negotiation status involving sensitive high profile clients. | |||
Support and assist PB Sales on legal related issues. | |||
Revision as of 17:48, 22 November 2017
Good working relationship with Credit Risk Control, Prime Brokerage Sales, Prime Services Risk and Transition regarding Equity Prime Brokerage clients and Hedge Fund Services. Identifying client concerns and offering practical solutions in paving the way towards a streamline negotiation with Hedge Fund and Prime Brokerage clients. Keep PB Sales and Transition informed of:
- problem issues arising with difficult clients,
- the status of on going negotiations,
- completed negotiations,
Respond efficiently and promptly to client enquiries and CRC requests. Promptly escalating client concerns to CRC, PB Sales, Risk and Transition to minimise client relationship risk at an early stage in the negotiation process. Keep senior management informed of negotiation status involving sensitive high profile clients. Support and assist PB Sales on legal related issues.