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Financial Services Manager

1 week ago

Manila, National Capital Region, Philippines MedGrocer Full time

At MedGrocer, we are dedicated to providing innovative healthcare solutions to millions of Filipinos every year.

The role of Financial Planner involves creating and implementing personalized financial plans for clients through engaging seminars and webinars.

Key Responsibilities

  • Conduct in-depth assessments of clients' financial situations, goals, and risk tolerance to develop tailored financial advice.
  • Create informative content and deliver presentations on relevant topics related to financial services management.
  • Provide one-on-one financial counseling sessions to address specific client needs and concerns.
  • Stay updated on market trends and regulations to ensure the delivery of accurate and compliant financial advice.

Qualifications

  • Must be a registered financial planner with experience in conducting webinars or seminars about financial planning.
  • A background in psychology is highly desirable.

Benefits

  • Flexible work schedule and hybrid set-up.
  • Compensation based on fixed number of engagements.

Why MedGrocer?

  • To be part of a team that makes a real impact in people's lives.
  • To work on engaging projects that involve the mental and emotional well-being of our clients.
  • To have the opportunity to collaborate with a dynamic team of passionate individuals.