Sue has recently started working for a Swiss bank in London as a wealth manager. Through a business acquaintance, a lawyer, she has been introduced to a new client, Maria. Maria was born in Russia, lives in the UK and has recently inherited a significant amount of money from her father who is a Russian businessman. Maria is 27 years old, single and not working, spending a lot of money in socialising and charity work. Sue has exchanged a number of emails with the client, and they have agreed to meet for a first introductory meeting at the bank’s offices in Mayfair. Outline how Sue should prepare for the meeting and discuss the areas that Sue should aim to discuss with the client in their meeting.
Sue has recently started working for a Swiss bank in London as a wealth manager. Through a business acquaintance, a lawyer, she has been introduced to a new client, Maria. Maria was born in Russia, lives in the UK and has recently inherited a significant amount of money from her father who is a Russian businessman. Maria is 27 years old, single and not working, spending a lot of money in socialising and charity work. Sue has exchanged a number of emails with the client, and they have agreed to meet for a first introductory meeting at the bank’s offices in Mayfair. Outline how Sue should prepare for the meeting and discuss the areas that Sue should aim to discuss with the client in their meeting.
Chapter1: Taking Risks And Making Profits Within The Dynamic Business Environment
Section: Chapter Questions
Problem 1CE
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Sue has recently started working for a Swiss bank in London as a wealth manager. Through a business acquaintance, a lawyer, she has been introduced to a new client, Maria. Maria was born in Russia, lives in the UK and has recently inherited a significant amount of money from her father who is a Russian businessman. Maria is 27 years old, single and not working, spending a lot of money in socialising and charity work.
Sue has exchanged a number of emails with the client, and they have agreed to meet for a first introductory meeting at the bank’s offices in Mayfair.
Outline how Sue should prepare for the meeting and discuss the areas that Sue should aim to discuss with the client in their meeting.
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