Personalized Financial Solutions Specialist

2 weeks ago

Manila, National Capital Region, Philippines beBeeFinancialPlanning Full time ₱400,000 - ₱800,000
Financial Planning Expert

We are seeking a skilled Financial Planning Expert to join our team. As a key member of our team, you will be responsible for providing expert financial planning and creating personalized financial plans for clients.

  • You will assist clients with retirement planning and investment management, offering informed decisions to achieve their financial goals.
  • Your strong analytical and problem-solving skills will enable you to identify opportunities and develop tailored solutions for clients.
  • Excellent communication and interpersonal skills are essential in building strong relationships with clients and colleagues.
  • You will work independently and remotely, requiring strong organizational skills and time management abilities.
  • Previous experience in the financial services industry is highly valued but not required.
Key Qualifications:
  • Skills in Financial Planning, Finance, and Financial Advisory
  • Experience with Retirement Planning and Investments
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely

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