Wealth Planner

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

Responsibilities:

Sales Functions

• 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

• 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...