Strategic Transition Specialist

VBP; Cebu City; On-site; PHP 800,000 - 1,000,000; Full time

Job summary

VBP is seeking a Transition Analyst to support the growth and retention of North, working with the Transition Manager and practice areas to ensure a smooth client migration experience.

You will prepare transition packs, review client analysis reports, and help manage transitions while maintaining data accuracy. You’ll collaborate with BDM/NDM, manage adviser queries, and produce monthly reports for leadership.

Qualifications

• 5+ years in financial services or a related field.
• Strong understanding of financial planning, compliance, platforms, investments, and advisory processes.
• Understand the financial advice process and adviser obligations.

Responsibilities

• Prepare transition packs for Transition Manager and meetings.
• Review and upload client analysis reports to support data analysis.
• Support management and tracking of transitions in North.
• Produce monthly practice meeting reports for the Transition Manager.
• Maintain data accuracy with the Transition Manager.
• Collaborate with the Transition Manager and BDM/NDM for adviser transitions.
• Manage and escalate adviser administration queries.

Skills

Relationship management

Presentation skills

Client education

Communication skills

Project management

Data accuracy

Stakeholder management

Proactive collaboration

Job description

VBP is seeking a Transition Analyst to support the growth and retention of North, working with the Transition Manager and practice areas to ensure a smooth client migration experience.

You will prepare transition packs, review client analysis reports, and help manage transitions while maintaining data accuracy. You’ll collaborate with BDM/NDM, manage adviser queries, and produce monthly reports for leadership.