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Senior Financial Strategist

7 days ago

Cebu City, Central Visayas, Philippines Peras Son Consultant Full time

At Peras Son Consultant, we are seeking a skilled Senior Financial Strategist to join our team.

Job Summary

The ideal candidate will have expertise in analyzing clients' financial situations and developing personalized financial plans that align with their goals and risk tolerance.

Key Responsibilities
  • Analyze clients' financial data to identify areas for improvement.
  • Develop and implement tailored financial strategies to help clients achieve their objectives.
  • Collaborate with clients to understand their financial goals and create customized plans to meet their needs.
Requirements
  • Advanced degree in finance or related field.
  • Proven track record of success in financial planning and strategy development.
What We Offer
  • A dynamic and supportive work environment.
  • Ongoing training and professional development opportunities.
  • A competitive salary and benefits package.