Wealth Planner

Job Mandate

Trust Advisory Business, Family Offices.

Responsible for structured account conversions, account administration and risk management.

Duties and 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’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.