Back Office Supervisor

2 weeks ago

Metro Manila Philippines Buscojobs Full time

Overview

Back Office Supervisor High Net Worth Lead Con... (Job posting aggregated from multiple entries)

Location: Taguig / Hybrid, with some work-from-home allowed. Employment type: Part-time or full-time options may be available depending on the role.

Job Description

This position involves providing financial planning and advisory services, including retirement planning and investment guidance, analyzing clients' financial situations, and developing tailored solutions. Responsibilities include managing client portfolios, updating clients on financial status, and helping clients achieve their financial goals. Additional postings describe roles as Financial Advisor across various locations with similar duties (life insurance, investments, financial planning) and potential for travel incentives and performance-based earnings.

Responsibilities
  • Provide financial planning and retirement planning services to clients
  • Analyze clients’ financial situations and recommend investment strategies
  • Manage client portfolios and update clients on financial status
  • Offer life insurance, investment products, and financial planning solutions tailored to client needs
  • Build and maintain client relationships; support and mentor clients to achieve financial goals
Qualifications
  • Bachelor’s degree in any field (or 4-year course) or equivalent qualifications
  • Willingness to learn and be coached; open to fresh graduates and non-traditional backgrounds
  • Strong communication and interpersonal skills
  • Ability to work independently or in a hybrid/work-from-home environment
  • Experience in financial services is a plus but not required
What We Offer / Benefits
  • Unlimited income potential or performance-based earnings (varies by role)
  • Bonuses, incentives, and travel rewards
  • Flexible work arrangements (full-time or part-time where applicable)
  • Comprehensive training and mentorship; supportive work environment
  • Travel incentives (local and international)
  • HMO/health coverage and other benefits depending on role
Locations Mentioned

Roles referenced in Taguig, Makati, Alabang, Luzon regions, and other locations. Roles may be remote/full-time/part-time with travel incentives where offered.

Note: This is a consolidated job description pulled from multiple postings for Financial Advisor / Back Office Supervisor roles across various locations and employment types. Please refer to the official posting for the exact role, location, and requirements.

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