Bestjobs Philippines

Don't miss any news or updates from BestJobs

Not now Allow

Financial Planning Client Service Manager

Pampanga, Central Luzon ·  6 days ago (updated)

Cloudstaff

Verified Employer

This seal certifies that the data and activity of this company have been meticulously verified by Bestjobs

282 reviews
  • Description



  • Job Description

    SoA pack discussion and SoA pack review after she’s collated applications

    Finalize applications after SoA meeting and implement client recommendations (super, insurance & investment)

    Invest client funds as per recommendations

    Direct follow up of outstanding requirements with insurance companies, platform providers and clients.

    Adhoc high-level enquiry/research (tasks that require knowledge of the technical nature of FP such as tax, buy/sell costs, etc)

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Years of experience: 1
  • Availability for travel: No
  • Availability for change of residence: No
  • People with disabilities: Yes

Similar jobs

Full Time - Permanent contract - ₱ 55,000.00 monthly -

Full Time - Permanent contract - Negotiable -

Full Time - Permanent contract - ₱ 55,000.00 monthly -

Full Time - Permanent contract - ₱ 55,000.00 monthly -

Get new jobs on Facebook Messenger

Send to Messenger

Job summary

  • Financial Planning Client Service Manager

  • Pampanga, Central Luzon

  • Company

    Cloudstaff
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Apply