Adviser Associate

2 weeks ago

Davao City, Davao, Philippines Dash10 Managed Services Full time

We are looking for enthusiastic, talented, and self-driven individuals to join our team as an Adviser Associate. The purpose of your role is to assist advisers with the advisory process, including client relations, with a secondary function of assisting the smooth operation of the business's daily functions.

Key responsibilities:

  • Assisting advisers with the advisory process, including client interface, and back-end tasks to assist financial advisers operate effectively and efficiently
  • Loading data into Client/Customer Relationship Management software (CRM), and managing the CRM workflow for an adviser. This will usually encompass two (2) of the three (3) following areas:
    • Investment, financial planning, property investment
    • Mortgage advice ("mortgage broking")
    • Personal insurance advice ("insurance broking")
  • Liaising with product providers, usually encompassing two (2) of the three (3) following areas:
    • Investment fund managers, possibly property developers
    • Lenders (usually banks) for mortgage advice
    • Insurers for insurance advice
  • Managing clients from lead to purchasing a property
  • Build and maintain client relations from lead to settlement
  • Booking client meetings for advisers
  • Inquiry management and response
  • Assist with general administrative tasks such as preparing and reviewing documents
  • Perform ad-hoc tasks as needed.

Key Attributes:

  • A minimum of 2 years of banking and finance experience
  • Has a strong initiative and proactive mindset alongside exceptional critical thinking skills
  • Good with numbers
  • Has strong attention to detail
  • The ability to work under pressure and to meet deadlines
  • Good English communication skills, written and verbal
  • Skilled in using the Microsoft Suite.
  • Ability to learn other software systems

Apply now and complete our pre-screening test:

We offer a competitive salary, and free health care with one free dependent. A P10k signing bonus awaits the successful candidate.

**A stable internet connection (with backup internet) at home is a MUST**

Dash10 Managed Services was created with this goal in mind: Help make business dreams come true, one website at a time. Our aim is to aid our expanding client base attain impressive sales and marketing results through a combination of ingenuity, collaboration, and science.

We're looking for champions to join us in our mission. We need people who are passionate about their craft as we are passionate about web design, digital marketing, pizza, and cake.

DASH TO YOUR DREAM CAREER

Apply now and enjoy competitive compensation and benefits, and a whole lot of other perks

Dash10 Managed Services was created with this goal in mind: Help make business dreams come true, one website at a time. Our aim is to aid our expanding client base attain impressive sales and marketing results through a combination of ingenuity, collaboration, and science.

We're looking for champions to join us in our mission. We need people who are passionate about their craft as we are passionate about web design, digital marketing, pizza, and cake.

DASH TO YOUR DREAM CAREER

Apply now and enjoy competitive compensation and benefits, and a whole lot of other perks

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