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Financial Consultant, Makati

Financial Consultant, Makati
Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.


Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals in cultivating client relationships
  • Prepare financial plans and check their accuracy
  • Address clients' inquiries and concerns.


Requirements
  • SSS Number
  • TIN ID
  • Valid ID
  • Diploma


Qualifications

  • Bachelor's degree (any course)
  • Strong understanding of the investment business
  • Excellent interpersonal skills
  • Residing around Metro Manila or Near provinces
  • Willing to be Trained
  • Experience with Sales and Marketing is an advantage but not necessary.
Highlights
  • Company name
    Alexandrite 2 Summit Life Insurance Agency - Team Nash
  • Job position
    Financial Consultant
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More info about this ad

Financial Consultant has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.

Why not check out other ads in this category, such as Urgent - Finance Admin (Makati City), Makati City, Accounting Staff, Makati City or Accounting Associate (Makati City) in Makati City. 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 Pandacan, Pinagkaisahan and Pasay. There are more ads within a 15 km radius for this category. If you want to view those ads, click here.