Overview of Private Bank Workflow

 Private Client ➞

Private Client ➞

  Relationship Manager ➞

Relationship Manager ➞

  Execution Trader ➞

Execution Trader ➞

 Marketplace

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