Financial Advisor

Global One Life Insurance Agency

€1.5-3K[Mensual]
Hibrida - TaguigExp de Yrs 5-10BaceleroTiempo completo
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Descripción del trabajo

Descripción

  • Provide personalized financial advice to clients based on their goals and needs.
  • Build and maintain strong client relationships through regular communication.
  • Assist clients in retirement planning, educational funding, taxation, and estate planning.
  • Stay updated on financial regulations and industry changes.
  • Assist clients in managing their finances, develop personalized investment strategies, and monitor clients' financial health.

Requisito

  • Educational Qualifications: Bachelor's degree in Finance, Business Administration, or a related field.
  • Experience Level: 5-10 years of relevant experience in financial advising or wealth management.
  • Skills and Competencies: Strong wealth management expertise, excellent interpersonal skills, willingness to undergo training, and a solid commitment to achieving client goals.
  • Working Conditions: Office-based with occasional client meetings; may require flexible hours.
  • Qualities and Traits: Highly motivated, detail-oriented, excellent communicator, and client-focused.
Gestión de riquezaHabilidades InterpersonalesWilling to be TrainedCommitment to Goals
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SUMICHI PASCUA

ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency

Ubicación laboral

Bonifacio High Street. Taguig, Metro Manila, Philippines

Publicado el 20 May 2025

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