as a Wealth Planner (WP) in the Advisory & Sales Wealth Planning team. This Team actively supports Client Advisors (CAs) in client...Business Divisions Global Wealth Management Your role Are you very well organized? Do you like taking ownership...
with a legal or tax / accounting degree STEP Qualified preferred or pursuing accreditation as a STEP qualified wealth planner...This position is responsible for advising clients on holistic wealth planning and family office solutions with respect...
across our investment, and insurance products. This role requires expertise in wealth management technologies such as portfolio management... platforms, robo-advisory systems, financial planner and insurance. You will also bring a deep understanding of industry trends...
of pioneering business strategies. Mentorship: Mentor junior professionals, sharing your wealth of knowledge and experience... cash, Risk analyzers, Liquidity planner, Hedge management and accounting, SWIFT integration, MBC, BCM, and integration...