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

Rhea Relusor is looking for a qualified Financial Planner to join our team in Makati City, Metro Manila. This part-time role is ideal for professionals passionate about delivering expert financial guidance and helping clients achieve their financial goals.

Key Responsibilities

• Conduct thorough financial analyses to evaluate clients' financial health.
• Create customized financial plans aligned with clients' objectives.
• Build and maintain strong client relationships to ensure trust and satisfaction.
• Advise clients on investment strategies and available options.
• Stay updated on financial regulations and market trends impacting client advice.
• 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 similar roles is advantageous.

The successful candidate will collaborate closely with our finance team and report to the senior financial manager. This role offers the opportunity to contribute meaningfully to clients' financial success in a supportive, professional environment.