Wealth Planner

The Wealth Planner is responsible for structured account conversations, account administration and risk management.

Responsibilities:

Sales Functions

• Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of


• Recommending the appropriate structure to the client


• Ensure the accounts are managed in accordance with the client objectives.


• Ensures that the account structure is attuned to changes in regulations and policies.

Administrative Functions

• Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client’s mandates


• Monitors and reports the account performance, management and administration


• Ensure compliance of accounts and account process to rules, regulations and laws


• Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance


• Stays abreast with the latest development in the capital and financial markets as well as with recent government


• policies and regulations effecting operations.

Qualifications:

• Bachelors degree in fields either Finance, Business, Economics or Banking


• At least 7 years in financial industry in an investment advisory or related position.


• CACS certificed CACS I and II


• CMFRAS certified: M1B, M5, M6, M6A, M8, M8A

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 26733