Part-Time Financial Planner Job in Makati City, Metro Manila

Rhea Relusor is seeking a skilled Financial Planner to join our team in Makati City, Metro Manila. This part-time role is ideal for professionals passionate about guiding clients toward financial success through personalized planning and investment advice.

Key Responsibilities

• Conduct thorough financial analyses to evaluate clients' financial health.
• Develop customized financial plans aligned with clients’ goals and needs.
• Manage and nurture client relationships to build trust and satisfaction.
• Advise clients on investment strategies and available options.
• Stay updated on financial regulations and market trends affecting client recommendations.
• Monitor and review clients’ investment portfolios, recommending adjustments as needed.
• Prepare detailed reports and presentations for client consultations.

Required and Preferred Qualifications

• Bachelor’s degree in Finance or a related field.
• Proficiency in financial analysis and client relationship management.
• Strong knowledge of investment strategies.
• Previous experience in financial planning or a similar role is advantageous.

The successful candidate will collaborate closely with our finance team and report to the senior financial manager. This position offers an excellent opportunity to contribute meaningfully to clients’ financial wellbeing in a supportive professional environment.