Wealth Planning Manager

Monthly Salary: Up to $4500 + Commission + $300 transport allowance

Job Type:

• Permanent
• Various locations
• Up to $4,500 + Commission + $300 Transport Allowance
• 5.5 days work week (must be prepared to work on weekends for branch working hours)

Responsibilities:

• Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank
• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Provide holistic financial planning advice to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business
• Conduct yourself professionally and deliver service standard as prescribed by the Bank servi...