Financial Advisor

FWD Insurance One Obsidian Branch

R$1.8-3.2K[Mensual]
Híbrido - MakatiSem necessidade ExpBacharelPar-horário
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Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Bônus de desempenho, Incentivos

  • Saúde e Bem-Estar

    HMO

  • Desenvolvimento Profissional

    Treinamento de Trabalho, Programa de Mentorship

  • Balanço de Vida

    Trabalho de casa

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  • Provide expert financial advice to clients on investments, protection, and retirement planning.
  • Analyze clients' financial situations to develop customized plans.
  • Monitor market trends and economic conditions to inform strategies.
  • Prepare and present financial reports and recommendations.
  • Build and maintain client relationships to ensure continued business.
  • Stay updated on financial regulations and compliance standards.
  • Educational Qualifications: Bachelor's degree.
  • Experience Level: No prior experience required; entry-level candidates welcome.
  • Skills and Competencies: Strong analytical skills, attention to detail, and proficiency in financial software.
  • Responsibilities and Duties: Assist clients with financial planning, budgeting, and investment strategies.
  • Working Conditions: Office environment with potential remote work opportunities.
  • Qualities and Traits: Excellent communication skills, problem-solving abilities, and a proactive attitude.
Vendas ConsultivasVendas Online
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Shervin Peji

Senior Financial Wealth PlannerFWD Insurance One Obsidian Branch

Local de trabalho

Pacific Star Bldg

Postado em 15 August 2025

Jobs

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FWD Insurance One Obsidian Branch

Desfinanciado / Anjo

501-1000 Funcionários

Seguros e Superanuição

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