Wealth Planner
1 month ago
Job Mandate
Trust Advisory Business, Family Offices.
Responsible for structured account conversions, account administration and risk management.
Duties and Responsibilities
Sales Functions (50%)
· Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client
· Ensure the accounts are managed in accordance with the client objectives.
· Ensures that the account structure is attuned to changes in regulations and policies.
Administrative Functions (50%)
· Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to
client’s mandates
· Monitors and reports the account performance, management and administration
· Ensure compliance of accounts and account process to rules, regulations and laws
· Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance
· Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.
Tell employers what skills you have
Wealth Management
Investment Strategies
Tax
Sales Management
Investments
Wealth
Risk Management
Planner
Estate Planning
Capital
Financial Advisory
Business Development
Performance Management
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