Job Summary

Primarily responsible for reviewing client portfolios to ensure that the client is adequately protected by virtue of insurance policies and investments and to assist in financial and estate planning for the clients of Wealth Management Group.

How will you contribute

Primarily in charge of assisting Relationship Managers (RM) plan for the future of the clients by discussing investment options, specifically the role of financial planning and insurance with clients to attain personal and family goals.
Assist the RMs and clients with financial and/or estate planning
Regular review of portfolio, together with the personal background and family structure of WMG clients to determine which portfolios should include insurance products and services. The review shall be done in coordination with the handling RM
Regularly meet with the bancassurance partner (SLGFI) of RCBC to discuss what the WMG clients need in terms of products and services and to implement processes to improve referrals and to guarantee more bookings
Meet with WMG clients to interview, answer questions, discuss insurance options, research insurance opportunities to be able to create customized plans for the client. This is done in conjunction with the WMG RM
Preparation and/or coordination of documentation required to be completed/submitted by the WMG client for any transactions related to the insurance product or service
Monitors all developments/updates for client portfolios referred by RMs or assigned by the Division Heads or the Group Head

What will make you successful

Financial and Estate Planning Advisor