Officer, Planning and Operations
OFFICER, PLANNING AND OPERATIONS
A leading financial institution in Makati is seeking a dedicated Officer, Planning and Operations to join their collaborative team. This role offers you the opportunity to make a meaningful impact by promoting and supporting operational risk management while facilitating all operations planning initiatives. You will be at the heart of ensuring smooth branch operations, working closely with colleagues across departments to deliver high-quality planning-related reports and support the organisation’s commitment to excellence. The company values your interpersonal skills and provides a supportive environment where your contributions are recognised and nurtured. Flexible working opportunities and ongoing training ensure that you can continue to grow both professionally and personally, making this an ideal position for someone who thrives in a communal, knowledge-sharing workplace.
* Join a respected financial institution in Makati where your expertise in operational planning will be valued and supported through comprehensive training opportunities.
* Enjoy flexible working arrangements that promote work-life balance, allowing you to contribute effectively while maintaining personal wellbeing.
* Be part of a warm, inclusive team culture that encourages collaboration, knowledge sharing, and professional growth within a supportive leadership framework.
What you'll do:
As an Officer, Planning and Operations, you will play a pivotal role in driving the success of the branch’s operational functions. Your day-to-day responsibilities will centre around promoting robust risk management practices while overseeing all aspects of operations planning. You will collaborate with colleagues from different departments to collect data, prepare insightful reports, and develop policies that enhance efficiency. By participating in meetings with stakeholders, you’ll help shape strategic decisions that impact the branch’s future direction. Your ability to guide junior staff members will contribute to a nurturing team atmosphere where everyone feels supported. Success in this role requires attention to detail, strong communication skills, and a genuine commitment to fostering positive relationships throughout the organisation.
* Promote and support the branch’s operational risk management activities by collaborating with various teams to identify potential risks and implement effective mitigation strategies.
* Control, monitor, and facilitate all operations planning initiatives to ensure seamless execution of branch processes and compliance with regulatory requirements.
* Prepare detailed operations planning-related reports as required by management, providing clear insights into process improvements and operational efficiency.
* Work closely with cross-functional teams to gather relevant data for planning purposes, ensuring accuracy and timeliness in all reporting activities.
* Assist in developing policies and procedures that enhance operational effectiveness while maintaining a focus on risk reduction and compliance.
* Participate in regular meetings with stakeholders to discuss ongoing projects, share updates on planning initiatives, and address any challenges collaboratively.
* Support the implementation of new systems or tools designed to improve operational workflows within the branch.
* Monitor key performance indicators related to branch operations, identifying trends and recommending actionable solutions for continuous improvement.
* Provide guidance and support to junior staff members involved in operations planning tasks, fostering a nurturing environment for skill development.
* Ensure all documentation related to operational planning is maintained accurately and securely in accordance with organisational standards.
What you bring:
Your background as an Officer, Planning and Operations will demonstrate not only technical proficiency but also a deep appreciation for collaborative work environments. With several years’ experience gained within financial institutions, you bring valuable insights into operational risk management practices. Your communication style is warm yet professional; you excel at presenting ideas clearly while remaining sensitive to others’ viewpoints. You have developed strong inter-personal connections throughout your career by being dependable, empathetic, and always willing to share knowledge. Your attention to detail ensures accuracy in reporting tasks while your commitment to ongoing learning keeps you up-to-date with industry developments. Above all else, your nurturing approach helps create an inclusive atmosphere where every team member feels valued.
* At least three years of proven experience in operational planning or a similar function within a financial institution, demonstrating your dependability and understanding of industry best practices.
* Excellent communication skills that enable you to connect effectively with colleagues at all levels and present complex information clearly during meetings or report presentations.
* Strong presentation abilities that allow you to share findings confidently while remaining considerate of diverse perspectives within the team.
* A collaborative approach to problem-solving that emphasises teamwork, empathy, and shared responsibility for achieving organisational goals.
* Proficiency in preparing detailed reports related to operations planning, showcasing your analytical thinking alongside your ability to communicate results sensitively.
* Experience working within regulated environments where compliance is paramount, highlighting your responsible attitude towards risk management.
* Ability to foster inter-personal relationships across departments by being approachable, polite, and supportive when addressing challenges or sharing feedback.
* Commitment to continuous learning through participation in training opportunities offered by the organisation or external providers.
* Attention to detail when monitoring key performance indicators or reviewing documentation related to operational processes.
* Willingness to mentor junior staff members by sharing knowledge generously and encouraging their professional development.
What sets this company apart:
This organisation stands out for its unwavering commitment to creating an inclusive workplace where every employee is encouraged to thrive both professionally and personally. The company fosters a culture built on collaboration, mutual respect, and continuous learning—ensuring that each individual has access to flexible working opportunities tailored around their needs. Generous pension contributions reflect their dedication towards long-term employee wellbeing while regular training sessions provide avenues for skill enhancement. Supportive leadership guides teams through challenges with compassion rather than hierarchy; employees are empowered through shared decision-making processes that value input from all levels. The company’s reputation for ethical business practices further enhances its appeal as an employer of choice among under-represented groups seeking stability within the financial sector. By joining this team, you become part of a network committed not just to business success but also personal growth—making it an ideal environment for those who value connection over competition.
What's next:
If you are ready to take the next step in your career journey as an Officer, Planning and Operations within a supportive financial institution environment—apply now!
Apply today by clicking on the link provided below; don’t miss out on this opportunity to join a collaborative team where your contributions truly matter.
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
About the job
Contract Type: Perm
Specialism: Banking & Financial Services
Focus: Operations
Industry: Banking
Salary: Negotiable
Workplace Type: Hybrid
Experience Level: Mid Management
Location: Makati
FULL_TIMEJob Reference: 48WB2E-6B81C3DB
Date posted: 20 January 2026
Consultant: Nicole Bernabe
philippines banking-financial-services/operations 2026-01-20 2026-03-21 banking Makati National Capital Region PH Robert Walters https://www.robertwalters.com.ph https://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true