理财顾问
Sun Life of Canada Philippines (Wren Unit)
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Benefits
Insurance Health & Wellness
Health Insurance, Life Insurance
Perks Benefits
401k Matching/Retirement Savings
Professional Development
Career Development
- 协助客户理解其财务目标并制定个性化财务计划。
- 提供投资策略、退休规划和风险管理建议。
- 监控客户的财务状况，并根据需要调整其财务计划。
- 向客户讲解金融产品和服务，帮助其做出明智决策。
- 通过定期沟通和跟进，与客户建立并保持稳固的关系。
任职要求
- 教育背景：金融、经济或相关专业专科及以上学历。
- 经验要求：0–2年（入门级职位）。
- 技能与能力：较强的分析与解决问题能力。
- 素质与特征：优秀的沟通与人际交往能力。
DIANA ANUPOL
UNIT MANAGERSun Life of Canada Philippines (Wren Unit)
Active within three days
Posted on 14 October 2025
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