Mandate Specialist

As a Mandate Specialist for Discretionary Solutions, you will play a pivotal role in shaping and driving the bank’s discretionary mandate business.

In this highly client‑focused and commercially oriented role, you will serve as the key interface between Investment Management and the Front, ensuring seamless coordination from initial mandate promotion to ongoing servicing. You will support the acquisition of new clients, strengthen the bank’s value proposition, and contribute directly to revenue growth by communicating investment convictions, articulating portfolio rationale, and tailoring solutions to client needs. In addition, you will analyse market trends, identify business opportunities, and provide strategic insight to refine our discretionary offering.

Promote Discretionary Solutions

• Develop a deep understanding of the bank’s discretionary products and services.
• Clearly articulate the value proposition of our solutions to Relationship Ma...