Financial Advisor

Global One Life Insurance Agency

C$2.4-4.8K[Bulanan]
Hibrid - Taguig5 - 10 Tahun PengalamanSarjana MudaSepenuh-masa
Kongsi

Keterangan Kerja

Penerangan

  • 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.

Syarat-syarat

  • 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.
Pengurusan HartaKemahiran InterpersonalWilling to be TrainedCommitment to Goals
Preview

SUMICHI PASCUA

ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency

Tempat Bertugas

Bonifacio High Street. Taguig, Metro Manila, Philippines

Disiarkan pada 20 May 2025

Pekerjaan Serupa

Lihat selanjutnya

Global One Life Insurance Agency

Tidak Dibiayai

>1000 Pekerja

Insurans

Lihat pengambilan kerja

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