Financial Advisor
Blaze Investments
职位描述
职位描述
- 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.
职位要求
- 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
工作地址
22 Ilaya, 22 Ilaya, Alabang, Muntinlupa, 1770 Metro Manila, Philippines
发布于 19 July 2024
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