8.00 a.m.
Check e-mails, make notes to follow up with calls to U.S. and Europe.
8.30 a.m.
Prepare tomorrow's client review meeting: Review portfolio, discuss further requests and investment objectives
10.00 a.m.
Take several calls, make U.S. calls
10.30 a.m.
Continue work on client review meeting
11.30 a.m.
Lunchtime meeting: Meeting with client to update on performance, staff and new products
1.00 p.m.
Meeting with product development, administration, investment management and client reporting re: new business process. Develop timetable, discuss how new process can be implemented
2.00 p.m.
Check company changes: several staff changes call for external communication
2.30 p.m.
Meet with communication team to develop message for clients
3.00 p.m.
Call clients to arrange consultation meetings
4.00 p.m.
Make European calls
4.30 p.m.
Meeting with administration to check if inquiries from potential clients are handled accurately and to clients´ satisfaction
5.30 p.m.
Prepare Powerpoint presentation for client review meeting tomorrow
6.30 p.m.
Respond to client's request: Client wants to know endowment fund's income forecast for next 12 months and expected capital appreciation; prepare documentation