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%)

• 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.

Qualifications:

• Bachelors degree in fields either Finance, Business, Economics or Banking
• At least 7 years in financial industry in an investment advisory or related position.
• CACS certified CACS I and II
• CMFRAS certified: M1B, M5, M6, M6A, M8, M8A

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: R25126580