Financial Advisor

3 weeks ago

Cavite City, Philippines FWD Life Philippines - Cavite Full time

Responsibilities

  • Provide personalized financial advice to clients based on their goals.
  • Analyze financial data and investment strategies.
  • Develop long-term relationships with clients to build trust and understanding.
  • Keep up-to-date with financial regulations and market trends.
  • Prepare financial plans and presentations for client meetings.
  • Collaborate with other professionals to meet client needs.
Job Title

Financial Advisor

Qualifications
  • Educational Qualifications: Education degree not required
  • Experience Level: No experience required
  • Skills and Competencies: Strong wealth management and interpersonal skills
  • Qualities and Traits: Excellent communication, analytical thinking, and a customer-focused mindset
Working Conditions
  • Office-based environment with potential client meetings
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