Senior Financial Planning Specialist

24 hours ago

Taguig, National Capital Region, Philippines beBeeFinancial Full time ₱800,000 - ₱1,000,000

We are seeking a skilled professional to assume a senior financial planning role. The successful candidate will be responsible for monitoring client investment portfolios, ensuring they remain aligned with recommended asset allocation.

Key Responsibilities
  • Assess and analyze client portfolio performance
  • Prepare recommendations for the adviser on any changes needed and maintain records of advice
  • Develop quarterly/annual client performance reports
  • Collaborate with product providers and investment platforms
  • Update and maintain accurate client information in relevant tools
  • Reconcile fees and commissions accurately
Requirements
  • Bachelor's Degree holder in Commerce or Finance
  • Minimum 3 years' experience working in Australian financial planning
  • Experience with portfolio management and investments
  • Proven ability to prepare high-quality client portfolio reports
Nice to Have
  • Xplan experience would be advantageous
Work Arrangement

Full-time, Monday to Friday (Manila Time)

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