Financial Advisor

Global One Life Insurance Agency

C$2.4-4.8K[Bulanan]
Hibrid - Taguig5-10 Tahun KedaluwarsaS1Penuh waktu
Bagikan

Deskripsi Pekerjaan

Keterangan

  • 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.

Persyaratan

  • 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.
Manajemen KekayaanKemampuan interpesonalWilling to be TrainedCommitment to Goals
Preview

SUMICHI PASCUA

ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency

Lokasi Kerja

Bonifacio High Street. Taguig, Metro Manila, Philippines

Diposting di 20 May 2025

Pekerjaan Serupa

Lihat lainnya

Global One Life Insurance Agency

Tidak dibiayai

>1000 Karyawan

Asuransi & Pensiun

Lihat perekrutan pekerjaan

Laporkan

Pengingat Keamanan Bossjob

Jika posisi tersebut mengharuskan Anda bekerja di luar negeri, harap waspada dan waspada terhadap penipuan.

Jika Anda bertemu dengan perusahaan yang melakukan tindakan berikut selama pencarian kerja Anda, tolong segera laporkan

  • menahan ID Anda,
  • mengharuskan Anda untuk memberikan jaminan atau mengumpulkan properti,
  • memaksa Anda untuk berinvestasi atau mengumpulkan dana,
  • mengumpulkan keuntungan terlarang,
  • atau situasi ilegal lainnya.