FWD Insurance One Obsidian Branch Finacial Wealth Planner

FWD Insurance One Obsidian Branch

急招

R$1.9-2.9K[月薪]

现场办公 - 马卡蒂应届毕业生/学生本科兼职

Assess clients' financial needs and develop personalized wealth management strategies.
Provide investment advice and portfolio management tailored to individual goals.
Monitor and review client accounts, making adjustments as necessary.
Educate clients on financial products and market trends.
Build and maintain strong client relationships through regular communication.
Ensure compliance with financial regulations and standards.

Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
Experience Level: Fresh graduates or students looking for entry-level positions.
Skills and Competencies: Excellent communication skills, strong analytical abilities, and proficiency in financial planning tools.
Responsibilities and Duties: Assist clients in developing financial plans, assess financial goals, and provide investment advice.
Working Conditions: Office-based with potential travel for client meetings.
Qualities and Traits: Self-motivated, detail-oriented, and possess a strong ethical foundation.

communication skills