Tip:
Highlight text to annotate it
X
I lead my team to success through a consistant instructure to consulting process.
It's important to me to engange
multiple investment targets for my clients simultaneously.
I determine the field of operation for different advisor groups
and can thereby exactly control sales and marketing.
Extensive professional analysis tools help me to
optimally examine the quality of the existing client portfolios.
The complete documentation of the consultation process
allows us to protect ourselves legally.
I consider the clients personal risk preferences and adjust them to the current assets.
Then i develop an optimized investment proposal that fullfills both
the needs of the clients and the bank.
All clients receive professional documents in the banks corporate design.
I am automatically warned
if any of my clients risk specifications are infringed.
Whith Portfolio Illustrator i can effectively fullfill
my clients high expectations 100 percent.
Thanks to Portfolio Illustrator we can increase
sales success and reduce the risk for the bank.