Financial Advisor

BJP Property Management Service

Urgent
C$603-723[Monthly]
On-site - Cebu5-10 Yrs ExpBachelorFull-time
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Job Description

Benefits

  • Work-Life Balance

    Flexible Hours, Travel Concierge, Work from Home

Description

  • Provide personalized financial advice to clients.
  • Create and implement financial plans tailored to individual needs.
  • Analyze clients' financial status and investment portfolios.
  • Stay updated on market trends and financial regulations.
  • Build and maintain strong client relationships.
  • Educate clients on various financial products and services.
  • Assist clients in achieving their long-term financial goals.

Requirements

  • Experience in financial planning and retirement planning
  • Knowledge of finance and investments
  • Experience in providing financial advisory services
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Minimum 1 year of work experience in supervisory management
  • 3-7 years of experience in financial advisory roles
  • Must be located in commutable distance to Cebu, Central Visayas, Philippines
Communication SkillsWealth ManagementInterpersonal Skills
Preview

Bon Padernal

Unit Head AssociateBJP Property Management Service

Active today

Working Location

Cebu City, 6000 Cebu, Philippines

Posted on 16 April 2025

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