Financial Advisor, Quezon City

• Assess clients' financial needs and develop personalized financial plans.
• Provide expert advice on investments, estate planning, and tax strategies.
• Monitor clients' financial portfolios and adjust strategies as needed.
• Build and maintain strong relationships with clients to ensure long-term success.
• Stay informed about market trends and changes in financial regulations.

• Educational Qualifications: Bachelors degree in Finance, Accounting, or a related field
• Experience Level: 35 years of experience in financial advisory or related field
• Skills and Competencies: Strong analytical skills and attention to detail
• Qualities and Traits: Excellent communication and interpersonal skills
• Responsibilities and Duties: Ability to develop comprehensive financial strategies
• Working Conditions: Standard office environment with potential client meetings

Respond to the following Pre-screening Notes and forward CV to ****

How many years of relevant experience you have in US/UK banking and collections experience?

Do you have Leadership experience in UK collections/recoveries?

. Rate your Proficiency in undertaking complex financial support, litigation and receivership activities., from 1-10, 10 is the highest.

Do you have Exposure to UK banking or collections experience in other verticals?

How much is your last drawn salary?

How much is your salary expectation?

Are you amenable to work onsite in QC with a Shifting schedules?

When are you available to start once hired?