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Financial Consultant

1 week ago

Manila, National Capital Region, Philippines MWC Group AG Full time

About MWC Group AG:

We are a dynamic and professional firm that values expertise, innovation, and collaboration. Our team serves international clients and provides valuable experience in investment-focused roles with exposure to complex high-net-worth cases.

Responsibilities:

  1. Support the development and maintenance of client relationships, ensuring high-quality service
  2. Assist in assessing client needs and providing technically accurate advice solutions
  3. Work closely with financial consultants to validate advice, ensuring compliance and best practices
  4. Conduct research and prepare client suitability reports, financial reviews, and investment summaries
  5. Analyze portfolio performance data and prepare reports for client meetings and presentations
  6. Liaise with product providers and intermediaries to manage policy-related issues
  7. Attend client review calls with consultants to expand technical knowledge and expertise
  8. Ensure client records and files are updated and maintained to the highest standard
  9. Assist in mentoring and developing trainee paraplanners as part of a growing team

Requirements:

  • Relevant experience in paraplanning within an IFA or wealth management firm
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Commitment to ongoing professional development