Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.

RM Coaching - Engage RMs proactively in discussions about advisory process, product and idea generation by interacting closely with the RMs, customers to ensure RMs are fully skilled to provide product and portfolio advice to their customers.

Product and Service Briefing – Explain product and service features and market trends and news flow. Also provide market information such as new issue announcements and updates, new product presentation commentary to ensure RMs are fully up to date with all products.

Joint Sales – Engage customers together with RMs and to provide wealth management adv...