Financial Advisor

Blaze Investments

Urgente
R$1.8-2.3K[Mensual]
No - Muntinlupa1-3 Anos ExpBacharelTempo Inteiro
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Descrição do Trabalho

  • Client Relationship Management:
  • Build and maintain relationships with clients through regular meetings and communication.
  • Understand clients' financial goals, risk tolerance, and current financial situation.
  • Provide personalized financial advice and develop tailored financial plans.
  • Bachelor’s degree in finance, economics, accounting, business, or a related field.
  • Proven experience as a financial advisor, financial planner, or in a related financial services role.
  • Experience in developing financial plans and managing investment portfolios.
  • A track record of building and maintaining client relationships.
Análise FinanceiraServiços FinanceirosFinanceiro
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Michael Oliver Marasigan

CEO and FounderBlaze Investments

Local de trabalho

22 Ilaya, 22 Ilaya, Alabang, Muntinlupa, 1770 Metro Manila, Philippines

Postado em 19 July 2024

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Blaze Investments

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