Overview of Private Bank Workflow
Private Client ➞
Relationship Manager ➞
Execution Trader ➞
Marketplace
How to Stay Accountable and Maximise Efficiency?
A web-based portal to allow execution traders to compile, collate and execute trades from their relationship managers and clients.
Execution Trader's workstation features
Trade Tracking & Trading Tool
Work Orders
Execute Trades
Messaging System
Trading Blotter