FINANCIAL PLANNING

What is Financial Planning?

    As a practicioner in the financial planning industry, you will be involved in:

  • Acquiring and servicing clients with financial planning needs
  • Performing analysis of clients financial needs and objectives
  • Developing and implementing recommendations to help clients achieve their financial objectives

RELATIONSHIP MANAGEMENT -
RETAIL BANKING

What is Relationship Management - Retail Banking

    As a Relationship Manager in Retail Banking, you will be involved in:

  • Acquiring and servicing retail individuals
  • Performing analysis of retail clients financial needs and objectives
  • Developing and implementing recommendations to help clients achieve their financial objectives

RELATIONSHIP MANAGEMENT -
PRIORITY BANKING

What is Relationship Management - Priority Banking

    As a Relationship Manager in Priority Banking, you will be involved in:

  • Acquiring and servicing mass affluent client's
  • Performing analysis of mass affluent client's financial needs and objectives
  • Provision of investment and bank assurance advice to support clients in achieving their overall wealth objectives

RELATIONSHIP MANAGEMENT -
PRIVATE BANKING

What is Relationship Management - Private Banking

    As a Relationship Manager in Private Banking, you will be involved in:

  • Acquiring and servicing high net worth clients
  • Performing analysis of high net worth client's financial needs and objectives
  • Provision of investment advice to support clients in achieving their overall wealth objectives and designing suitable customised financial solutions

TRUST ADMINISTRATION/WEALTH & ESTATE PLANNING

What is Trust Administration/ Wealth & Estate Planning?

    As a Trust Professional, you will be involved in the:

  • Provision of wealth & estate planning advice
  • Management and administration of wealth planning structures