Deskripsi Pekerjaan
Are you a dedicated finance professional looking to make a meaningful impact on client wealth? Asticom is seeking a detail-oriented Financial Planning Specialist to join our growing team in Toledo City. In this role, you will be the cornerstone of our client advisory services, crafting bespoke financial strategies that empower individuals to achieve their long-term monetary goals.
We pride ourselves on fostering a collaborative environment that promotes professional growth and true work-life balance. Whether you are analyzing market trends or guiding clients through complex investment portfolios, your expertise will be instrumental in driving our mission of financial inclusion and success.
If you are passionate about personal finance, enjoy problem-solving, and thrive in a client-facing capacity, we want to hear from you. Join Asticom and take the next significant step in your career.
Tanggung Jawab
- Develop and implement personalized financial plans tailored to client risk profiles and long-term goals.
- Conduct regular portfolio reviews and performance analysis to ensure alignment with client objectives.
- Provide expert advice on investment vehicles, retirement planning, tax efficiency, and estate management.
- Maintain long-term client relationships through proactive communication and quarterly strategy sessions.
- Monitor economic trends and market shifts to provide timely, data-driven financial guidance.
- Collaborate with internal teams to ensure compliance with financial regulations and industry standards.
- Prepare comprehensive financial reports and presentations for high-net-worth clients.
Kualifikasi
- Bachelor’s degree in Finance, Economics, Accountancy, or a related business field.
- Minimum of 2-3 years of experience in financial planning, investment advisory, or banking.
- Strong understanding of Philippine financial markets, tax laws, and investment instruments.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
- High level of integrity, professional maturity, and dedication to client service.
- Proficiency in financial planning software and Microsoft Office Suite (especially Excel).
- Relevant professional certifications (e.g., RFP, CFP) are highly preferred but not required.