Financial Advisor
Sunlife Financial Advisor - Almera U. Taneo
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
- 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.
- 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.
Almera Taneo
Financial AdvisorSunlife Financial Advisor - Almera U. Taneo
Local de trabalho
Makati
Postado em 10 July 2025
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Desfinanciado / Anjo
501-1000 Funcionários
Seguros e Superanuição
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