Financial Consultant

BJP Property Management Service

R$7.2-7.7K[Mensual]
No - Cebu3-5 anos ExpBacharelTempo Inteiro
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Descrição do Trabalho

Benefícios

  • Derivações

    Permissão de refeição, Permissão de transporte, Reembolso Médico

  • Benefícios gerenciados pelo Governo

    Empréstimo para Funcionários

  • Benefícios de Habilidades

    Subsidio de treinamento

  • Desenvolvimento Profissional

    Programa de assistência ao funcionário, Treinamento de Trabalho, Programa de Mentorship, Desenvolvimento Profissional

  • Balanço de Vida

    Horas Flexíveis, Concierge de Viagem, Trabalho de casa

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Descrição:

  • Analyze financial data and provide insights to clients.
  • Develop customized financial plans based on client goals.
  • Guide on investment strategies, savings, and budgeting.
  • Monitor client portfolios and suggest adjustments as needed.
  • Stay updated on market trends and regulatory changes.
  • Build and maintain strong client relationships.

Requisito

  • Educational Qualifications: Bachelor’s degree in finance, business administration, or related field.
  • Experience Level: 3-5 years of experience in financial consulting or related fields.
  • Skills and Competencies: Strong skills in consultative, online, and fund sales; Securities Investment Advisory Certificate; Futures Professional Qualification Certificate; excellent networking and telemarketing abilities.
  • Responsibilities and Duties: Provide financial advice, develop client relationships, conduct market analysis, and create tailored financial strategies.
  • Working Conditions: Primarily office-based with occasional client meetings; flexible hours may be required.
  • Qualities and Traits: People-oriented, proactive, excellent communicator, and strong problem-solving skills.
Vendas ConsultivasVendas OnlineVenda de FundosCertificado de Consultoria de Investimento em Valores MobiliáriosPessoas OrientadasHabilidades de RedeVenda de FuturosTelemarketingCertificado de Qualificação Profissional de FuturosBankassurance
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Bon Padernal

Unit Head AssociateBJP Property Management Service

Responder Hoje 5 Vezes

Local de trabalho

7f, 2Quad Building. 8W74+H3V, Cardinal Rosales Ave, Cebu City, 6000 Cebu, Philippines

Postado em 19 May 2025

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BJP Property Management Service

Desfinanciado / Anjo

51-100 funcionários

Gerenciamento de imóveis e propriedades

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