Financial Advisor

1 week ago


Muntinlupa, Philippines Blaze Investments Full time

Responsibilities 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. Qualifications 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. #J-18808-Ljbffr



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