Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Conduct continuing education for RMs on Unit Trusts, investment basics, allocation strategies, etc.
Preparing regular investment publications (eg, newsletters, product summaries, trade recommendations) for distribution to clients.
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
With the appropriate specialists to provide an integrated delivery of a broad range of wealth products and services including;
financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services
Assists the Firm’s Principal Wealth Advisor as requested.
Services and delivers financial planning to client base.
Skills and Qualifications :
A good degree in Banking and Finance or equivalent
Sound analytical mind.
Able to interpret economic data.
Excellent sales, negotiation, problem solving, and interpersonal skills.
Excellent verbal and written communication skills.
Excellent relationship management skills.
Excellent attitude and an extraordinary client service orientation.