VBP
VBP
1,001 – 5,000 कर्मचारी
B2Bपरामर्श
VBP, यानी Vital Business Partners, वित्तीय सलाह, लेखांकन और ब्रोकिंग फर्मों के लिए B2B व्यावसायिक सेवाएँ और परामर्श प्रदान करने वाली कंपनी है। यह कंपनी वित्तीय योजना प्रशासन, पैराप्लानिंग, बहीखाता, ऑस्ट्रेलियाई प्रशिक्षण प्राप्त लेखांकन और मॉर्गेज ब्रोकिंग सहायता सहित विशेषज्ञ आउटसोर्स टीमों के माध्यम से इन व्यवसायों का समर्थन करती है। इसकी व्यापक सेवाओं में ऑटोमेशन, परियोजना प्रबंधन, प्रबंधित सेवाएँ, परामर्श, व्यावसायिक कोचिंग और प्रैक्टिस मैनेजर प्रशिक्षण भी शामिल हैं। VBP अपनी Academy के माध्यम से क्षेत्र-केंद्रित प्रशिक्षण, मानव-केंद्रित AI, ISO 27001 सुरक्षा और वैश्विक सेवा-प्रदाय को एक साथ लाकर फर्मों को क्षमता बढ़ाने, संचालन को सुव्यवस्थित करने और विकास के दौरान निरंतरता बनाए रखने में मदद करती है। इसके भर्ती कार्यक्षेत्र में इन सेवाओं को प्रदान करने के लिए आवश्यक विशेषज्ञ संचालन, सलाहकार-सहायता, प्रौद्योगिकी और प्रबंधन से जुड़े कार्य शामिल हैं।

Transition Analyst - Cebu City Hybrid

Support North financial adviser migrations in Cebu City by tracking transitions, preparing reports, maintaining accurate data, and escalating administration queries.

विवरण

  • Prepare transition packs for Transition Manager and NBM/BDM meetings
  • Review and upload client analysis reports for client data analysis
  • Help manage and track transitions in North
  • Create monthly practice meeting reports for the Transition Manager
  • Maintain accurate data with the Transition Manager
  • Work with the Transition Manager and BDM/NDM to support smooth adviser transitions
  • Track, manage, and escalate adviser administration queries

आवश्यकताएँ

  • At least five years of experience in financial services or a related industry
  • Strong knowledge of financial planning, including compliance, platforms, investments, superannuation, and advice processes
  • Understanding of financial advice procedures and adviser obligations
  • Strong relationship management abilities
  • Working knowledge of North and willingness to deepen that expertise
  • Ability to build effective relationships with internal stakeholders
  • Proactive, collaborative approach to work
  • Strong presentation and client education skills
  • Clear interpersonal and communication skills
  • Ability to manage multiple projects independently
  • Ability to set targets and goals autonomously

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