Executive Financial Planner
Core
Provide financial and estate planning advice to Private and Business Banking Clients to solve complex financial needs.
Role type
Senior Financial Planner (Private & Business Banking)
Builds
Financial planning solutions for high net worth individuals and businesses
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial Acumen, Financial Analysis, Financial Planning, Interpreting Financial Statements, Legal Compliance, FAIS compliance
Preferred skills
Business Assurance expertise, Consumer & High Net Worth client coverage
Technologies
None stated
Responsibilities
Provide appropriate financial and estate planning advice to Private and Business Banking Clients; Solve for complex financial needs of clients across Private Banking Signature, Premium, Growth, and Commercial Banking segments.
Seniority
Senior, 5-7 years experience
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