Financial Advisor

16 hours ago

Davao del Sur Philippines MANULIFE PHIL Davao Full time

Overview

We are seeking a knowledgeable and motivated Financial Advisor to join our team. The Financial Advisor will be responsible for providing clients with personalized financial advice, helping them plan and manage their financial goals, and recommending products and services that align with their needs. The ideal candidate will have strong communication skills, in-depth knowledge of financial markets and investment strategies, and a passion for helping individuals and businesses achieve financial success.

Education
  • Bachelor’s degree in Finance, Economics, Business, or a related field.
Experience
  • Proven experience as a Financial Advisor, Financial Planner, or in a similar financial services role.
  • Experience in providing financial planning, investment advice, or wealth management is preferred.
Skills and Knowledge
  • In-depth knowledge of financial products, investment strategies, and personal finance management.
  • Strong understanding of tax planning, retirement planning, estate planning, and insurance products.
  • Ability to analyze financial data, market trends, and develop strategies to meet clients’ goals.
  • Strong communication and interpersonal skills with the ability to explain complex financial concepts clearly.
  • Strong client service and relationship management skills.
  • Proficiency in financial analysis software, Microsoft Office Suite (Word, Excel, PowerPoint), and financial planning tools.
Personal Attributes
  • High ethical standards and integrity in providing financial advice.
  • Self-motivated with a strong drive to meet client needs and achieve business goals.
  • Excellent organizational skills with the ability to manage multiple clients and tasks efficiently.
  • Ability to work independently and as part of a team.
  • Strong problem-solving and decision-making skills.
Other
  • Ability to stay up-to-date with financial market trends, regulations, and industry changes.
  • Willingness to work flexible hours and meet with clients outside standard office hours if required.
  • Comfortable with cold calling or networking to build a client base.
Physical Requirements
  • Ability to work in an office environment or travel for client meetings as required.

Fraud/Compliance: If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
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