About the role
Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role based on the published job description. Key responsibilities and requirements were extracted directly from the posting for quick review.
BankingHybrid
Key Responsibilities
- Serve as a trusted financial counsel to clients.
- Tailor financial advice to meet each client's unique life goals.
- Maintain a high degree of client focus and dedication to their interests.
Requirements
- Have our customers' best interests at heart.
- It is you they look to for counsel when making decisions about their finances, big or small.
- Every decision of theirs matters to you, simply because it matters to them.
- You see yourself as a companion on our clients' journeys toward achieving their life goals.
- Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client's unique needs and requirements: .
- You're self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes.