Financial Consultant, Pasig
Financial Consultant, Pasig
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Pasig, Philippines -
Posted: less than a month ago
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Description
Description
Requirements
- Assist clients in understanding their financial options and planning for future financial goals.
- Conduct comprehensive financial assessments to determine clients' needs.
- Provide tailored investment strategies based on individual risk profiles.
- Monitor and review clients' financial plans regularly, adjusting as necessary.
- Educate clients on market conditions and investment opportunities.
Requirements
- Educational Qualifications: Bachelors degree in Finance, Accounting, Business Administration, or a related field.
- Experience Level: Junior (02 years).
- Skills and Competencies: Strong analytical skills and attention to detail.
- Qualities and Traits: Excellent communication and interpersonal skills.
- Responsibilities and Duties: Ability to build and maintain client relationships.
- Working Conditions: Willingness to work flexible hours to accommodate client needs.
Highlights
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Company namePru Life UK - Monica Ramiento -
Job positionFinancial Consultant
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Financial Consultant has been posted in the West Rembo Accounting, Financing & Banking category on Locanto.
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