Financial Advisor

Sunlife Financial Advisor - Almera U. Taneo

R$3.4-5.3K[Mensual]
Híbrido - MakatiSem necessidade ExpEnsino Médio Alto/SeniorPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Funcionário do prêmio do mês, Programa de reconhecimento de funcionário, Incentivos

  • Benefícios de Habilidades

    Viagem Anual da Empresa, Plano de aposentadoria

  • Desenvolvimento Profissional

    Treinamento de Trabalho

  • Balanço de Vida

    Horas Flexíveis

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Descrição:

  • Provide expert financial advice to clients on investment strategies.
  • Analyze clients' financial situations and develop tailored plans.
  • Conduct regular portfolio reviews and adjust strategies as needed.
  • Stay updated on market trends and financial regulations.
  • Build and maintain strong client relationships through exceptional service.

Requisito

  • Educational Qualifications: High/Senior High School diploma.
  • Experience Level: No prior experience required; training provided.
  • Skills and Competencies: Proficient in wealth management, excellent interpersonal and communication skills, sales acumen.
  • Working Conditions: Office environment with potential client meetings; flexible hours.
  • Qualities and Traits: Strong analytical thinker, driven, trustworthy, and client-focused.
Gestão de RiquezaHabilidades InterpessoaisHabilidades de Comunicaçãosales
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Almera Taneo

Financial AdvisorSunlife Financial Advisor - Almera U. Taneo

Responder Hoje 6 Vezes

Local de trabalho

Makati

Postado em 10 July 2025

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Sunlife Financial Advisor - Almera U. Taneo

Desfinanciado / Anjo

501-1000 Funcionários

Seguros e Superanuição

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