EXCELLENT
CLIENT RELATIONS
Understanding clients' needs and constraints is key.
- First of all, we need to determine together:
- - The client's individual profile (risk/reward) and requirements
- - The client's objectives
- - Possible constraints like liquidity or other specific requirements
- - The client's experience with the proposed investment solutions.
- These initial discussions will help determine the level of service needed by the client.
- For a successful relationship, it is essential to have these discussions as frequently as required
by the client in order to ensure that our expectations are aligned.
- A dedicated account officer.
- Full transparency.
- Additional offers – mortgage financing, fiscal optimisation, credit cards.