Wealth Planner [Investment Advisory |Capital & Financial Markets] - Perm Role | CSBU01

This is a perm role for our client in the banking sector

The Wealth Planner is responsible for structured account conversations, account administration and risk management.

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%)

Qualifications

Interested applicants, please click " APPLY NOW "

We regret to inform you that only shortlisted candidates will be notified.

By submitting your personal data and / or resume, you will be deemed to have agreed and consented to us collecting, using, retaining, and disclosing your personal information to prospective employers for their consideration.

Joselito || | EA Registration : R

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