VBP
VBP
1 001 – 5 000 Xodimlar
B2BKonsalting
VBP, ya’ni Vital Business Partners, moliyaviy maslahat, buxgalteriya hisobi va brokerlik firmalariga B2B biznes xizmatlari hamda konsalting taqdim etuvchi kompaniyadir. Kompaniya bu amaliyotlarni moliyaviy rejalashtirish ma’muriyati, paraplaning, buxgalteriya yuritish, Avstraliyada ta’lim olgan buxgalterlar va ipoteka brokerligiga ko‘maklashish yo‘nalishlarini qamrab olgan ixtisoslashgan autsorsing jamoalari orqali qo‘llab-quvvatlaydi. Uning kengroq xizmatlari qatoriga avtomatlashtirish, loyihalarni boshqarish, boshqariladigan xizmatlar, konsalting, biznes-kouching va amaliyot menejerlarini o‘qitish kiradi. VBP kompaniyalarga o‘sish jarayonida imkoniyatlarini kengaytirish, operatsiyalarini soddalashtirish va uzluksizlikni ta’minlashga yordam berish uchun Akademiyasi orqali sohaga yo‘naltirilgan ta’limni insonga yo‘naltirilgan sun’iy intellekt, ISO 27001 xavfsizligi va global xizmat ko‘rsatish bilan birlashtiradi. Kompaniyaning yollash yo‘nalishlari ushbu xizmatlarni taqdim etish uchun zarur bo‘lgan ixtisoslashgan operatsion, maslahatni qo‘llab-quvvatlash, texnologik va boshqaruv funksiyalarini qamrab oladi.

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.

Tavsif

  • 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

Talablar

  • 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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