associate Financial plannerDBA Global Shared Services Inc.
Salary: Agreement
Work form: Full time
Posting Date: 24/01/2026
Deadline: 08/08/2021
⢠Must possess a bachelorâs degree in Accountancy, Business Administration, Business Management, or any equivalent.
⢠Diploma of Financial Planning, RG 146 Certification qualification is a plus.
⢠Relevant work experience in Paraplanning, or client services roles with practical skills in preparing Statement of Advice (SOA) is a plus
⢠Must have excellent written and verbal communication skills.
⢠Must be confident in dealing with clients, firm financial advisors, and wealth managers.
⢠An operational experience in XPLAN, Coin and Midwinter is a plus
⢠Must have superior knowledge in Microsoft, Excel and PowerPoint
⢠Excellent in client management, able to meet deadlines, perform multiple tasks efficiently, able to work under pressure and manage time.
⢠Have strong financial and analytical skills, and attentive to details.
⢠Fresh Graduates are welcome to apply
⢠Willing to be assigned in Subic Bay Freeport Zone
⢠Diploma of Financial Planning, RG 146 Certification qualification is a plus.
⢠Relevant work experience in Paraplanning, or client services roles with practical skills in preparing Statement of Advice (SOA) is a plus
⢠Must have excellent written and verbal communication skills.
⢠Must be confident in dealing with clients, firm financial advisors, and wealth managers.
⢠An operational experience in XPLAN, Coin and Midwinter is a plus
⢠Must have superior knowledge in Microsoft, Excel and PowerPoint
⢠Excellent in client management, able to meet deadlines, perform multiple tasks efficiently, able to work under pressure and manage time.
⢠Have strong financial and analytical skills, and attentive to details.
⢠Fresh Graduates are welcome to apply
⢠Willing to be assigned in Subic Bay Freeport Zone
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DBA Global Shared Services Inc.
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DBA Global Shared Services Inc. jobs
Subic, Central Luzon
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About the company
DBA Global Shared Services Inc. jobs
Subic, Central Luzon