Financial Advisor
Blaze Investments
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.
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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Desfinanciado / Anjo
<50 Funcionários
Serviços Bancários e Financeiros
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