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Financial Planner
Rhea Relusor
Makati City, Metro Manila, PH
Negotiable
We are seeking a qualified Financial Planner to join our team in Makati City, Metro Manila. This part-time position is perfect for individuals passionate about providing financial guidance and support to clients. As a Financial Planner, you will have a significant impact on our clients' financial wellbeing and investment strategies, helping them achieve their financial goals.Key ResponsibilitiesConduct financial analyses to assess clients' financial health.Develop personalized financial plans tailored to clients' needs and objectives.Manage client relationships to foster trust and satisfaction.Provide insights into investment strategies and options available to clients.Keep abreast of financial regulations and market trends that may impact client recommendations.Monitor clients' investment portfolios and suggest modifications as necessary.Prepare comprehensive reports and presentations for client meetings.Required and Preferred QualificationsBachelor's degree in Finance or related field.Proficiency in financial analysis and client relationship management.Strong understanding of investment strategies.Prior experience in financial planning or a similar role is an advantage.The ideal candidate will work closely with our finance team, collaborating on various projects to enhance client services and financial strategies. You will report to the senior financial manager and engage in cross-functional collaboration to ensure comprehensive financial planning for clients.This role offers the opportunity to actively contribute to clients' financial success while working in a supportive and professional environment.