Financial Advisor, Makati
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Makati, Philippines
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Last edited: less than a month ago
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- A Financial Consultant provides expert financial guidance to clients, helping them manage their finances, build wealth, and achieve their financial goals.
- They assess clients' financial situations, recommend investment and insurance options, and develop customized financial plans.
- Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
- Financial Planning: Develop tailored financial strategies, including budgeting, savings, investments, and insurance.
- Investment Advice: Recommend appropriate investment opportunities based on clients' objectives.
- Risk Management: Educate clients on risk management, including life insurance, health insurance, and retirement planning.
- Market Research: Stay updated on financial trends, market conditions, and new financial products.
- Sales Business Development: Identify potential clients, build relationships, and expand the client base.
- Compliance Documentation: Ensure adherence to financial regulations and maintain accurate client records.
- Customer Support: Provide ongoing financial reviews, support, and adjustments to financial plans as needed.
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Company namePRU LIFE UK - Trillion Dragon Unit
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Job positionFinancial Advisor
Financial Advisor has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.
If you’re looking for something similar, check out Urgent - Billing and Collection Associate (Makati City), Makati City, Finance and Accounting Supervisor, Makati City or IT Officer for an Insurance Company in Makati, also posted in Accounting, Financing & Banking. In total, we have 9 ads in Accounting, Financing & Banking in Bel-Air on Locanto classifieds.
Interested in more? Widen your search to view ads in nearby areas of Bel-Air. This includes Accounting, Financing & Banking in Santa Ana, Makati and Plain View. There are more ads within a 15 km radius for this category. If you want to view those ads, click here.