Executive Financial Planner
Core
Provide financial and estate planning advice to Private and Business Banking Clients to solve complex financial needs.
Role type
Senior IC financial planner
Builds
Financial planning solutions for Private and Business Banking clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial acumen, Financial analysis, Financial industry regulatory framework, Financial planning, Interpreting financial statements, Legal compliance
Preferred skills
Experience in all product categories in terms of FAIS for SBFC including Business Assurance
Responsibilities
Provide appropriate financial and estate planning advice to Private and Business Banking Clients
Seniority
Senior, 5-7 years experience