Client-Focused Financial Planner

Recruitify_HR; Makati; On-site; PHP 279,000 - 446,400; Full time

Job summary

A financial consulting firm in the Philippines is seeking a Financial Consultant to conduct thorough financial analyses, develop personalized plans, and manage client relationships. The ideal candidate holds a Bachelor's degree and has 1-3 years of relevant experience. They should demonstrate strong analytical skills and proficiency in financial software while maintaining a customer-oriented approach to empower clients in their financial decisions. Regular follow-ups and effective communication are essential parts of this role.

Qualifications

• 1-3 years of relevant experience in financial consulting or a similar role.
• Ability to deliver clear and concise presentations to clients regarding their financial options.

Responsibilities

• Conduct thorough financial analysis and assessments for clients.
• Develop and present detailed financial plans based on individual client goals.
• Monitor clients' financial progress and adjust plans as necessary.
• Assist clients in understanding financial products and services that meet their needs.
• Build and maintain strong relationships with clients through regular follow-ups.

Skills

Analytical skills

Proficiency in financial software tools

Interpersonal skills

Customer-oriented mindset

Education

Bachelor's degree in Finance, Accounting, Business Administration

Job description

A financial consulting firm in the Philippines is seeking a Financial Consultant to conduct thorough financial analyses, develop personalized plans, and manage client relationships. The ideal candidate holds a Bachelor's degree and has 1-3 years of relevant experience. They should demonstrate strong analytical skills and proficiency in financial software while maintaining a customer-oriented approach to empower clients in their financial decisions. Regular follow-ups and effective communication are essential parts of this role.