Financial Advisor, Quezon City
Financial Advisor, Quezon City
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Quezon City, Philippines -
Posted: less than a month ago
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Description
Description
Requirements
- Provide expert financial advice to clients on investments, savings, and financial planning.
- Conduct thorough assessments of clients' financial needs and goals.
- Develop personalized financial plans that align with clients objectives.
- Stay updated on market trends and economic news to provide informed advice.
- Build and maintain strong relationships with clients through effective communication and follow-ups.
Requirements
- Educational Qualifications: Bachelors degree in Finance, Business, or a related field
- Experience Level: 1-3 years of relevant experience in financial advising or a related role
- Skills and Competencies: Strong interpersonal and communication skills
- Responsibilities and Duties: Ability to develop financial strategies and plans
- Qualities and Traits: Detail-oriented, analytical mindset, and a customer service orientation
- Working Conditions: Office-based with occasional client meetings
Highlights
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Company nameSun Life of Canada Philippines (Wren Unit) -
Job positionFinancial Advisor
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Financial Advisor has been posted in the Pinyahan Accounting, Financing & Banking category on Locanto.
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