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About the Case

Reid Sullivan, a 30-year-old individual client, is meeting with a risk manager at the bank to discuss recent losses in his investment portfolio. Distressed about how these losses could affect his family’s financial security, Reid seeks insights on managing future risks and regaining stability.

As the risk manager, your role is to listen to Reid’s concerns, provide clear and actionable advice, and help him understand current market conditions. You aim to guide him in exploring options like diversifying investments and implementing risk management strategies while reassuring him about his past decisions and their impact on his financial future.

Learning Objectives:
  • Recognizing the client’s concerns with empathy to ease their distress 
  • Suggesting risk management strategies aligned with their financial goals 
  • Reassuring them about future investments through supportive guidance 
  • Identifying areas for portfolio improvement through trend analysis and insights 
  • Proposing tailored solutions focused on the client’s priorities to build confidence 
Skills Assessed
  • Emotional Intelligence 
  • Risk Management 
  • Client Reassurance 
  • Analytical Skills 
  • Client-Centric Solutions 

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No technical knowledge required.

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Managing Investment Losses

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