SUBIC BAY

Financial Planner / Paraplanner

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DBA GLOBAL SHARED SERVICES, INC.

posted: Sep 13, 2017

Graduate of 4 – 5 year course, preferably in Major in Financial Management, Business, Banking and Finance and Economics; Diploma of Financial Planning, RG 146 Certification is a plus; At least 1 – 3 years experience in paraplanning, client services role with practical skills in preparing advice documents(SOA); Excellent written and verbal skills with affable client interaction; Highly evolved organizational skills suitable for managing work flow and supervising staff; Operational experience in XPLAN, Coin and Midwinter; Superior knowledge in Microsoft, Excel and Powerpoint; Excellent in Client Management, able to meet deadlines, perform multiple tasks efficiently and can work under pressure; Show confidence yet in a humble manner when dealing with clients, firm financial advisors and wealth managers; Strong financial and analytical skills, diligent attention to details and strong time management skills; Fresh graduates are welcome to apply; Candidates must be willing to relocate to Subic Bay Freeport Zone or SM City Clark Tech Hub 2.

Note:
Applicants are advised to register at the Receiving Section, Subic Gym on/before SEPTEMBER 22, 2017 before proceeding to the DBA Global Shared Services, Inc. office located at Level 3 Formosa Tower, Manila Avenue, Subic Bay Freeport Zone, from Monday to Friday, 7:00pm to 4:00pm and look for MS. ARACELI GUTAY.

Closing Date: September 22, 2017
Examination / Interview: To Be Announced

Jobs 2017/09