Financial Modelling Strategist

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.

To apply, please click on this link: ----------