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Wealth Management Assistant

2 weeks ago

Manila, National Capital Region, Philippines Satellite Office Full time
Paraplanning Job Description
At Satellite Office, we are seeking a highly motivated and detail-oriented Paraplanner to support our financial advisors in delivering exceptional client experiences. As a Paraplanner, you will be responsible for gathering and analyzing client data, preparing comprehensive financial plans, and ensuring compliance with industry regulations.

Key Responsibilities
• Gather and review client financial information, including assets, liabilities, risk tolerance, and financial goals
• Maintain and update client records while ensuring accuracy and confidentiality
• Ensure compliance with regulatory requirements and internal policies
• Assist in the development of comprehensive financial plans and recommendations
• Use financial planning software to model various scenarios and generate reports with charts and graphs

Requirements
• Bachelor's degree in Finance, Accounting, or a related field
• 2+ years of experience in financial planning, wealth management, or a similar role
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

About Us
Satellite Office is a leading provider of financial advisory services, committed to delivering exceptional client experiences. We offer a dynamic and supportive work environment, with opportunities for professional development and career growth.