Financial Wealth Planner

Company Description

We are focused on empowering individuals and families to achieve their financial goals through personalized wealth management strategies. With a commitment to excellence and client-focused solutions, One Zenith offers a wide array of financial planning and investment services. Our team of experts is dedicated to providing reliable advice and strategic insights to ensure long-term financial security for our clients. We prioritize innovation, integrity, and building lasting relationships to help clients navigate their financial journeys successfully.

Role Description

This is a part-time hybrid role for a Financial Wealth Planner based in Makati, with flexibility for some work-from-home arrangements. The Financial Wealth Planner will assess clients financial situations, identify their goals, develop personalized plans, and provide recommendations on a variety of financial matters, including investments, insurance, and wealth preservation. The role involves analyzing market trends, managing investment portfolios, and maintaining regular communication with clients to review and update their financial plans based on life changes and market conditions.

Qualifications

• Graduate of any four-year course
• Knowledge of Insurance and related financial products is an advantage
• Excellent analytical, problem-solving, and decision-making skills
• Has a mobile device
• Willing to work in a hybrid setup and balance client engagement with remote work responsibilities
• Experience in customer relationship management is an advantage