Financial Advisor
Global One Life Insurance Agency
Descripción del trabajo
Descripción
- 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.
Requisito
- 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.
SUMICHI PASCUA
ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency
Responder Hoy 0 veces
Ubicación laboral
Bonifacio High Street. Taguig, Metro Manila, Philippines
Publicado el 20 May 2025
Jobs similares
Ver másFinancial Advisor
E-Solutions IT ServicesR$2.4-2.9K[Mensual]
Hibrida - Taguig1-3 años de experienciaBaceleroTiempo completo
Nina Stephanie TanawitSenior Recruiter
Insurance Advisor - Metro Manila
Sun Life - Otto the Great UnitR$2.4-4.9K[Mensual]
Hibrida - Taguig1-3 años de experienciaBaceleroParte-tiempo
Kandi GuimanRecruiter
Financial AdvisorUrgente
Manulife Philippines Makati OfficeR$2.4-4.9K[Mensual]
Hibrida - MakatiNo se requiere ExpBaceleroTiempo completo
Lorencio LimUnit Head
Financial Advisor
Pru Life Uk Philippines - Team HannahR$1.9-3.9K[Mensual]
Hibrida - MakatiNo se requiere ExpBaceleroParte-tiempo
Hannah Mae PadiosAssistant Unit Manager
Financial AdvisorUrgente
Financial Advisor @ Pru Life UK (Rey Correa)R$970-1.9K[Mensual]
Hibrida - Pasig1-3 años de experienciaBaceleroParte-tiempo
Reynaldo CorreaUnit Manager
Global One Life Insurance Agency
No financiado / Ángel
>1000 Empleados
Seguro y superioridad
View jobs hiring
Join Bossjob
Recordatorio de seguridad del jefe
Si la posición requiere que trabajes en el extranjero, por favor ten cuidado y ten cuidado con el fraude.
Si encuentras a un empleador que tiene las siguientes acciones durante tu búsqueda de empleo, por favor repórtalo inmediatamente
- retiene tu ID,
- requiere que usted proporcione una garantía o recoja la propiedad,
- le obliga a invertir o recaudar fondos.
- recauda beneficios ilícitos,
- u otras situaciones ilegales.
