1. Aspiration-Setting: Sets bold aspirationsa clear visionfor the development of the relationship. 2. Client Development: Creates, manages, and leads the team, providing appropriate coaching and mentoring along the way 3. Client Leadership: Is perceived as a thought leader by senior client executives. Facilitates the development of a vision for the overall success of the company, business area, or function 4. Handling & Accuring new stock broking companies.