Front Office Banking: A Guide to Client Facing Products and Processes (The Wiley Finance Series)

Detailed analysis of front office functions, systems, tools, and processes Front Office Banking walks you through a comprehensive collection of actual products and client facing processes within an investment or corporate bank, demonstrating how each component of the customer-bank interaction is an opportunity to increase revenue. Applied information and analysis of key front office processes, including all procedural and systems detail, make this practical guide useful to those just starting out, as well as seasoned practitioners tasked with delivering process changes and improvements. Coverage includes all key processes that underlie front office banking, giving you insight into what the banking job actually entails while highlighting the important tools, decisions, and pitfalls. Analysis of real-world cases and critical excerpts from interviews with highly successful investors and bankers illustrate the real revenue-affecting implications of front-office performance, and charts, graphs, and organograms provide visual reference for the ideas discussed. The front office is the client-facing part of the firm, and as income- or revenue-generating roles, require a comprehensive understanding of the products and processes that underlie a banking operation. This book is a thorough guide to the front office, explaining the roles, functions, systems, and processes. Understand all key components of each front office function Learn all types of available finance options and the required due diligence Examine the important intricacies of front and middle office interaction Optimize the entire front office process, from approach to booking the deal Serving primarily as intermediaries between the client and the bank, the front office staff is critical to the success and profitability of a corporate or investment bank operation. With a systematic discussion and thorough analysis of this important area, Front Office Banking is essential reading for practitioners.