Financial and Estate Planning Advisor

Job Summary

Primarily responsible for reviewing client portfolios to ensure that the client is adequately protected by virtue of insurance policies and investments and to assist in financial and estate planning for the clients of Wealth Management Group.

How will you contribute?

• Primarily in charge of assisting Relationship Managers (RM) plan for the future of the clients by discussing investment options, specifically the role of financial planning and insurance with clients to attain personal and family goals.
• Assist the RMs and clients with financial and/or estate planning.
• Regular review of portfolio, together with the personal background and family structure of WMG clients to determine which portfolios should include insurance products and services. The review shall be done in coordination with the handling RM.
• Regularly meet with the bancassurance partner (SLGFI) of RCBC to discuss what the WMG clients need in t...