Financial Advisor

BJP Property Management Service

R$2.9-3.4K[Mensual]
No - Cebu3-5 anos ExpMestreTempo Inteiro
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho, Presente de Feriado, Incentivos, Presente Trimestral

  • Benefícios gerenciados pelo Governo

    Pagamento no décimo terceiro mês

  • Outros

    Eventos Sociais da Empresa

  • Benefícios de Habilidades

    Abrir Workspace, Espaço de estacionamento, Plano de aposentadoria

  • Desenvolvimento Profissional

    Programa de Mentorship, Desenvolvimento Profissional, Programa de Estudância

  • Balanço de Vida

    Cuidados infantis, Horas Flexíveis, Trabalho de casa

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Descrição:

  • Provide personalized financial advice to clients.
  • Analyze clients' financial status and goals.
  • Develop and implement investment strategies.
  • Monitor client portfolios and adjust as needed.
  • Educate clients on financial products and market trends.
  • Build and maintain lasting client relationships.
  • Stay updated on financial regulations and industry changes.

Requisito

  • Educational Qualifications: A Master's degree in Finance, Economics, or a related field is required.
  • Experience Level: Applicants must have 3-5 years of relevant experience in financial advising or related roles.
  • Skills and Competencies: Strong interpersonal and communication skills, expertise in wealth management and valuation analysis are essential.
  • Working Conditions: Typically work in an office setting with potential client meetings.
  • Qualities and Traits: Must be detail-oriented, trustworthy, and possess strong analytical skills.
Habilidades InterpessoaisGestão de RiquezaAnálise de AvaliaçãoHabilidades de Comunicação
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Bon Padernal

Unit Head AssociateBJP Property Management Service

Ativo dentro de três dias

Local de trabalho

7th Floor / Manulife Philippines Cebu Office, 2Quad Building

Postado em 02 July 2025

Jobs

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BJP Property Management Service

Desfinanciado / Anjo

51-100 funcionários

Gerenciamento de imóveis e propriedades

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