Finacial Wealth Planner

FWD Insurance One Obsidian Branch

₺14-21K[月給]
オンサイト - マカティ新卒/学生大卒アルバイト
共有

職務内容

福利厚生

  • 従業員の評価と報酬

    業績賞与

説明

  • Assess clients' financial needs and develop personalized wealth management strategies.
  • Provide investment advice and portfolio management tailored to individual goals.
  • Monitor and review client accounts, making adjustments as necessary.
  • Educate clients on financial products and market trends.
  • Build and maintain strong client relationships through regular communication.
  • Ensure compliance with financial regulations and standards.


要件

  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
  • Experience Level: Fresh graduates or students looking for entry-level positions.
  • Skills and Competencies: Excellent communication skills, strong analytical abilities, and proficiency in financial planning tools.
  • Responsibilities and Duties: Assist clients in developing financial plans, assess financial goals, and provide investment advice.
  • Working Conditions: Office-based with potential travel for client meetings.
  • Qualities and Traits: Self-motivated, detail-oriented, and possess a strong ethical foundation.


communication skills
Preview

Shervin Peji

Senior Financial Wealth PlannerFWD Insurance One Obsidian Branch

勤務地

Pacific Star Bldg

掲載日 15 May 2025

類似の求人

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FWD Insurance One Obsidian Branch

未出資

501-1000 従業人数

保険

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