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Modern City

JOIN OUR TEAM AS A FINANCIAL PLANNING ASSISTANT

FULL TIME

Financial Planning Assistant

On-site (Makati City)

As a Financial Planning Assistant / Client Services Officer, you will receive comprehensive training to excel in providing top-tier administrative and financial planning support to financial advisers.

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Whether you have previous experience or are new to the industry, our training program will equip you with the skills you need to succeed.

What you can expect:

Extensive training and development ​

Spacious and professional working space 

Full-time position with regular working hours 

Career growth opportunities 

Collaborative and engaging work environment 

Successful candidates must demonstrate the following criteria:

Bachelor's Degree or College Degree

Excellent Attention to Detail

Ability to Multitask and Meet Deadlines

Excellent English Communication Skills

Comprehensive Computer Skills

Willing to Learn Industry-Specific Systems

Interested in joining our growing team?

Send your resume to our Recruitment Team:

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