Financial Advisor

Global One Life Insurance Agency

C$2.5-4.9K[月給]
ハイブリッドワーク - タギッグ５年以上１０年未満の経験大卒正社員
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職務内容

説明

  • 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.

要件

  • 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.
資産管理対人スキルWilling to be TrainedCommitment to Goals
Preview

SUMICHI PASCUA

ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency

7日以内にオンライン

勤務地

Bonifacio High Street. Taguig, Metro Manila, Philippines

掲載日 20 May 2025

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Global One Life Insurance Agency

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>1000 従業人数

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