Wealth Planning Manager

Local Bank

Benefits

• Basic salary: $3600 to $4200 with $300 monthly allowance and incentives.


• Paid training provided.


• Fast track progression opportunities in Banking and Finance.


• Full employment benefits.


• Commission.

Responsibilities

• Work closely with the team to manage clients’ portfolios and perform financial analysis.


• Follow the existing list of clients provided by the company.


• Maintain customer loyalty and promote brand identity by providing excellent customer service through regular updates and reviews with customers on financial services/information.


• Assist in wealth preservation and capital growth.


• Attend to the walk-in and queuing customers and customize solutions to meet clients’ financial objectives.