- Experience
- 7+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 மணி நேரம் முன்
- Work mode
- In office
- Education
- Bachelors degree in Finance, Business, Economics, or Banking
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
The Wealth Planner will lead structured account discussions, oversee account management, and ensure risk mitigation for client portfolios.
Key Responsibilities
- Evaluate client situations, goals, and specific constraints to provide suitable financial structures.
- Manage accounts in alignment with client objectives while adapting to regulatory and policy updates.
- Regularly audit portfolio structures and assets to verify alignment with mandates and objectives.
- Track and report on account performance, administration, and adherence to compliance standards.
- Maintain risk exposures within the bank's capacity and ensure consistency with clients' risk tolerance profiles.
- Continuously update knowledge on financial markets, capital trends, and pertinent government regulations.
Qualifications
- Possess a Bachelor's degree in Finance, Business, Economics, or Banking.
- Have a minimum of 7 years’ experience in the financial sector, particularly in investment advisory roles.
- Certified CACS Levels I and II.
- Hold CMFRA certifications including M1B, M5, M6, M6A, M8, and M8A.
Minimum education
Bachelor's Degree