Financial Advisor, Makati
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Makati, Philippines
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Posted: less than a month ago
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I am looking for the next generation of financial leaders!
- No income ceiling
- Full mentorship provided
- Flexible schedule
The Catch? You have to be willing to outwork your excuses!
Description
- Provide personalized financial advice to clients to help them achieve their financial goals.
- Assist clients in wealth management decisions, including investment and retirement planning.
- Generate leads and build a diverse client portfolio through networking and referrals.
- Deliver engaging presentations and educational workshops to inform clients about financial products and services.
- Maintain strong relationships with clients by providing after-sales care and ongoing support.
- Close sales by assessing client needs and offering appropriate financial solutions.
- Hardworking
- Passionate
- Driven
- Skills and Competencies: Strong leads generation abilities and networking skills.
- Qualities and Traits: Excellent presentation skills with the ability to communicate complex financial concepts clearly.
- Qualities and Traits: Strong interpersonal skills with a dedication to customer service and support.
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Company nameAXA Philippines - VantageGuard Advisory - Rodel Mendoza
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Job positionFinancial Advisor
Financial Advisor has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.
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