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Investment Portfolio Manager

1 week ago

Davao City, Davao, Philippines MANULIFE DAVAO Full time

About Us

MANULIFE DAVAO Mission

We are committed to helping individuals achieve their long-term financial goals through exceptional financial services.

Job Summary

We are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for:

  • Evaluating clients' financial situations and developing personalized plans to help them achieve their financial objectives.

  • Providing expert advice on investment strategies, savings plans, and insurance policies.

  • Managing client relationships and communicating complex financial concepts in a clear and concise manner.

Key Responsibilities

Some of the key responsibilities of this role include:

  • Client Consultation: Meeting with clients to assess their financial needs and develop personalized plans.

  • Financial Analysis: Analyzing financial data and market trends to identify opportunities for growth and improvement.

  • Education and Training: Educating clients on financial products, investment strategies, and savings plans.

  • Plan Development: Developing customized financial plans based on client needs.

  • Portfolio Management: Recommending and managing investment portfolios, retirement accounts, and insurance policies.

Requirements

To succeed in this role, you will need:

  • A minimum of 1-5 years of experience in financial advising, wealth management, banking, or investment sectors.

  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.

  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer

We offer a competitive salary and benefits package, including:

  • Ongoing training and development opportunities to help you grow your career.

  • A collaborative and supportive work environment.

  • The chance to make a real difference in people's lives by helping them achieve their financial goals.