Financial Modelling Strategist Wanted: Turn Numbers Into Life-Changing Wealth Strategies
Are You a Financial Detective Who Sees Opportunity Where Others See Just Numbers?
At Aureus Financial, we don’t just manage wealth—we transform financial possibilities into life realities. We’re looking for a Financial Modelling Strategist who can turn complex financial data into clear pathways to success for our clients.
This isn’t about pushing papers or creating basic spreadsheets. This is about becoming the architect behind strategies that fund dream retirements, legacy plans, and life milestones for our clients.
Why This Role Will Challenge & Reward You:
- Real Impact: Your models directly influence how clients achieve their life goals
- Intellectual Challenge: Every client brings unique puzzles waiting for your strategic solutions
- Visible Results: Watch as your financial projections transform into real client success stories
- Professional Growth: Work alongside top advisers and specialists across our organization
- Meaningful Work: Help people navigate their most important financial decisions with confidence
What You’ll Own:
- Strategic Financial Modelling: Create sophisticated RetireMap models that map clients’ financial journeys
- Opportunity Discovery: Identify and quantify strategies to optimize client wealth positions
- Visualization Mastery: Build dashboards and tracking tools clients actually understand and use
- Cross-Team Collaboration: Partner with advisers and other departments to keep strategies on track
- Client Preparation: Update and refine models before every client review meeting
We’ll Know You’re Succeeding When:
- Advisers consistently praise the clarity and insights from your models
- Clients can clearly articulate their financial trajectory because of your work
- Your strategic optimizations measurably improve client outcomes
- Review meetings run smoothly with perfectly prepared financial updates
You’ll Thrive Here If You:
- Find satisfaction in discovering financial opportunities others miss
- Love translating complex numbers into clear, actionable strategies
- Take pride in attention to detail while maintaining big-picture perspective
- Work effectively across teams to ensure client success
- Have mastery of financial modelling tools (especially RetireMap)
- Are driven to continuously improve your analytical capabilities
The Essentials:
- Experience with financial modelling and analysis
- Understanding of wealth management strategies and principles
- Proficiency with RetireMap or similar financial planning software
- Strong communication skills (written and verbal)
- Exceptional problem-solving abilities
Compensation & Benefits:
Salary Range: 80-100K PHP
Benefits: Professional development, flexible work arrangements
Ready to Make Your Mark in Wealth Management?
If you’re ready to take your career to the next level with a role that combines technical expertise with exceptional client service, we want to hear from you.
