Financial Advisor

Philplans First Inc.

Urgente
R$1.9-3.8K[Mensual]
Híbrido - Ângulos<1 ano de experiênciaEnsino Médio Alto/SeniorTempo Inteiro
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Incentivos

  • Saúde e Bem-Estar

    Seguro de Vida, HMO

Descrição:

  • Provide personalized financial advice to clients.
  • Develop and implement tailored investment strategies.
  • Assess client financial needs and goals.
  • Monitor market trends and portfolio performance.
  • Build and maintain strong client relationships.
  • Educate clients on various financial products and services.
  • Ensure compliance with financial regulations and ethical standards.


Requisito

  • Educational Qualifications: High School Diploma or Senior High School certificate.
  • Experience Level: Less than 1 year of relevant experience in financial advising or related fields.
  • Skills and Competencies: Excellent communication skills to effectively convey financial concepts.
  • Working Conditions: Office environment with potential for remote work; may involve client meetings.
  • Qualities and Traits: Strong interpersonal skills, detail-oriented, trustworthy, and proactive in problem-solving.
Habilidades de Comunicação
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Lovely Marimla

assistant branch managerPhilplans First Inc.

Local de trabalho

216 2/F Nepo III bldg, Plaridel St. Angeles City

Postado em 16 April 2025

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