Finacial Wealth Planner
FWD Insurance One Obsidian Branch
Deskripsi Pekerjaan
Keuntungan
Penghargaan Karyawan
Bonus Kinerja
- Assess clients' financial needs and develop personalized wealth management strategies.
- Provide investment advice and portfolio management tailored to individual goals.
- Monitor and review client accounts, making adjustments as necessary.
- Educate clients on financial products and market trends.
- Build and maintain strong client relationships through regular communication.
- Ensure compliance with financial regulations and standards.
- Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
- Experience Level: Fresh graduates or students looking for entry-level positions.
- Skills and Competencies: Excellent communication skills, strong analytical abilities, and proficiency in financial planning tools.
- Responsibilities and Duties: Assist clients in developing financial plans, assess financial goals, and provide investment advice.
- Working Conditions: Office-based with potential travel for client meetings.
- Qualities and Traits: Self-motivated, detail-oriented, and possess a strong ethical foundation.
Shervin Peji
Senior Financial Wealth PlannerFWD Insurance One Obsidian Branch
Aktif dalam tujuh hari
Lokasi Kerja
Pacific Star Bldg
Diposting di 15 May 2025
Pekerjaan Serupa
Lihat lainnyaDigital Financial Planner (Part-Time)
Imperium Blaze Life Insurance Agency Inc.€293-367[Bulanan]
Di tempat - MakatiTidak Perlu ExpS1Paruh waktu
Carmina Pangan-LozanoHR Manager
Wealth Advisor
PDC insurance Agency Inc.€293-367[Bulanan]
Di tempat - Makati1-3 Tahun KedaluwarsaDiplomaPenuh waktu
Bernaluz CONSTANTINORecruitment officer
Part-time Digital Wealth Planner for Teachers
Gaces Insurance Services€293-367[Bulanan]
Di tempat - PasigTidak Perlu ExpS1Paruh waktu
Jezreel Mae GacesAssistant Unit Manager
Financial Advisor
Prulife UK - Northern Summit Life Insurance Agency€367-587[Bulanan]
Di tempat - Kota QuezonTidak Perlu ExpS1Penuh waktu
Romarie Ann EsguerraHR Officer
Hybrid Insurance Wealth Manager
Michelle Cabrera€733-1.5K[Bulanan]
Di tempat - Taguig1-3 Tahun KedaluwarsaS1Paruh waktu
Mich BaldogoFinancial Wealth Manager
FWD Insurance One Obsidian Branch
Tidak dibiayai
501-1000 Karyawan
Asuransi & Pensiun
Lihat perekrutan pekerjaan
Sign In to Chat with Boss
Bossjob Safety Reminder
If the position requires you to work overseas, please be vigilant and beware of fraud.
If you encounter an employer who has the following actions during your job search, please report it immediately
- withholds your ID,
- requires you to provide a guarantee or collects property,
- forces you to invest or raise funds,
- collects illicit benefits,
- or other illegal situations.