Financial Wealth Planner

One Zenith; Makati; Hybrid; PHP 223,000 - 558,000; Part time

Job summary

One Zenith is a Makati-based financial services firm focused on wealth planning. This part-time hybrid role as Financial Wealth Planner involves assessing clients' finances, identifying goals, and drafting personalized plans covering investments, insurance, and wealth preservation.

You will maintain client communication and adjust plans as markets and life changes occur. Ideal candidates have a four-year degree, knowledge of insurance products, and strong analytical and problem-solving skills.

Qualifications

• Graduate of any four-year course.
• Knowledge of Insurance and related financial products is an advantage.
• Excellent analytical, problem-solving, and decision-making skills.
• Willing to work in a hybrid setup and balance client engagement with remote work responsibilities.
• Experience in customer relationship management is an advantage.

Responsibilities

• Assess clients' financial situations and identify their goals.
• Develop personalized financial plans covering investments, insurance, and wealth preservation.
• Provide recommendations and monitor market trends to adjust plans.
• Maintain regular communication with clients to review and update plans.

Skills

Analytical skills

Problem-solving

Decision making

CRM experience

Education

Graduate of any four-year course

Job description

We are focused on empowering individuals and families to achieve their financial goals through personalized wealth management strategies. With a commitment to excellence and client-focused solutions, One Zenith offers a wide array of financial planning and investment services. Our team of experts is dedicated to providing reliable advice and strategic insights to ensure long-term financial security for our clients. We prioritize innovation, integrity, and building lasting relationships to help clients navigate their financial journeys successfully.

Role Description

This is a part-time hybrid role for a Financial Wealth Planner based in Makati, with flexibility for some work-from-home arrangements. The Financial Wealth Planner will assess clients' financial situations, identify their goals, develop personalized plans, and provide recommendations on a variety of financial matters, including investments, insurance, and wealth preservation. The role involves analyzing market trends, managing investment portfolios, and maintaining regular communication with clients to review and update their financial plans based on life changes and market conditions.

Qualifications

• Graduate of any four-year course
• Knowledge of Insurance and related financial products is an advantage
• Excellent analytical, problem-solving, and decision-making skills
• Willing to work in a hybrid setup and balance client engagement with remote work responsibilitiesExperience in customer relationship management is an advantage