Finacial Wealth Planner

FWD Insurance One Obsidian Branch

Urgente
€293-440[Mensual]
En el sitio - MakatiGraduado/Estudiante frescoBaceleroParte-tiempo
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Descripción del trabajo

Beneficios

  • Reconocimiento y Recompensas de Empleados

    Bono de rendimiento

  • 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.


communication skills
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Shervin Peji

Senior Financial Wealth PlannerFWD Insurance One Obsidian Branch

Activo en siete días

Ubicación laboral

Pacific Star Bldg

Publicado el 15 May 2025

Recordatorio de seguridad del jefe

Si la posición requiere que trabajes en el extranjero, por favor ten cuidado y ten cuidado con el fraude.

Si encuentras a un empleador que tiene las siguientes acciones durante tu búsqueda de empleo, por favor repórtalo inmediatamente

  • retiene tu ID,
  • requiere que usted proporcione una garantía o recoja la propiedad,
  • le obliga a invertir o recaudar fondos.
  • recauda beneficios ilícitos,
  • u otras situaciones ilegales.
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