Meeting with my wealth manager

Dear all,

The bank had assigned a wealth manager to me many months back. I am not wealth but the bank decided to assign one to all who has an account with the bank. No big deal really. it was till two weeks ago when the wealth manager called me out to have an appointment with me so that he can put up the high yield saving account for me. 

 I agreed to meet at the nearest bank branch. After a courtesy introduction, I had told me what I wanted and immediately I was introduced to one of the income fund almost immediately much to my surprise. It seems that he had done his homework and know where my interest is. I would be happy to go for a minimum amount each month and do ad-hoc top up as much as possible. However due to the bonus involved, I am to be commit to $300 per month investment over at least the next 10 years. I took up the offer and build up my fifth income fund. Depending on how things goes, off hand, my SYFE Pimco fund is still a priority build up to at least till $100k. I will work on this to grow it to the same amount for this fund as the fund is pushing towards growth at 4% and a income of 5%. The income is lower than my target of 6% but I took this as this is the first income fund that also look at growth as well. Also that I can eventually establish a premier customer relationship with the bank in hope for more banking opportunities opening up to me.

After that, I reminded him of the high yield interested account which he said that he was supposed to start that first but got sidetracked by my conversation. From receiving a 0.5% interest, my account can now have interest rate up to 2.9% based on the saving rate. 

P.s. Not a financial advice. Please treat this as the rambling of an middle age uncle.