Part-Time Financial Planner – Makati City, Metro Manila

Rhea Relusor is hiring a part-time Financial Planner in Makati City, Metro Manila, Philippines. In this client-focused role, you will assess financial needs, develop personalized plans, and provide investment guidance to help clients work toward their financial goals.

Key Responsibilities

• Analyze clients’ financial health, circumstances, and objectives.
• Develop personalized financial plans aligned with each client’s needs and goals.
• Build and maintain trusted client relationships.
• Explain investment strategies and available options to clients.
• Monitor client portfolios and recommend adjustments when appropriate.
• Stay current on relevant financial regulations and market trends.
• Prepare clear reports and presentations for client meetings.

Required and Preferred Qualifications

• Bachelor’s degree in Finance or a related field.
• Proficiency in financial analysis and client relationship management.
• Strong understanding of investment strategies.
• Experience in financial planning or a similar role is an advantage.

Team and Reporting

You will work closely with the finance team, collaborate across functions to improve client services and financial strategies, and report to the senior financial manager.

Position Details

• Employer: Rhea Relusor
• Job type: Part-time
• Location: Makati City, Metro Manila, Philippines
• Work arrangement: On-site; this role is not remote-eligible.

Join a supportive, professional team and contribute to clients’ financial wellbeing and investment planning.