Financial Advisor

Global One Life Insurance Agency

₺70.8-141.5K[月薪]
混合办公 - 达义5-10年工作经验本科全职
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职位描述

职位描述

  • Provide personalized financial advice to clients based on their goals and needs.
  • Build and maintain strong client relationships through regular communication.
  • Assist clients in retirement planning, educational funding, taxation, and estate planning.
  • Stay updated on financial regulations and industry changes.
  • Assist clients in managing their finances, develop personalized investment strategies, and monitor clients' financial health.

职位要求

  • Educational Qualifications: Bachelor's degree in Finance, Business Administration, or a related field.
  • Experience Level: 5-10 years of relevant experience in financial advising or wealth management.
  • Skills and Competencies: Strong wealth management expertise, excellent interpersonal skills, willingness to undergo training, and a solid commitment to achieving client goals.
  • Working Conditions: Office-based with occasional client meetings; may require flexible hours.
  • Qualities and Traits: Highly motivated, detail-oriented, excellent communicator, and client-focused.
财富管理人际交往能力Willing to be TrainedCommitment to Goals
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SUMICHI PASCUA

ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency

今日回复 1 次

工作地址

Bonifacio High Street. Taguig, Metro Manila, Philippines

发布于 20 May 2025

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