A successful Relationship Manager is only measured on the income generated... for the bank!
That is why he must permanently propose a restructuring of your portfolio, where the bank generates high income like brokerage fees, investment funds or structured products
These do frequently not correspond with the investor's needs, because
I analyse your portfolio on:
Your present position - is it in line with the structure of your portfolio?
Particularly the costs:
I prepare a summary of the actual position, give recommendations and show alternatives, especially on the cost side.
I cooperate with several discount banks - you will be amazed of the cost saving potential...
With a fee agreement, we arrange my allowance
It is up to you wether you follow my recommendations or not
Let me support you in the structuring and execution. Contact me without any obligation