Financial Advisor

2 weeks ago


Cebu City, Central Visayas, Philippines NO.1 INSURANCE COMPANY Full time

NO.1 INSURANCE COMPANY Cebu, Central Visayas, Philippines

2 days ago Be among the first 25 applicants

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
Qualifications
  • Bachelor's degree in Finance or related field
  • NO EXPERIENCE needed
  • Strong understanding of the investment business
  • Can go to AYALA Office at least 2-4 times a month
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