Wealth Management Specialist

6 days ago


Pasay, National Capital Region, Philippines Sun Life (Khaya NBO) Full time

Job Description:

We are seeking an experienced Financial Agent to join our team. As a key member of our client-facing staff, you will be responsible for providing personalized financial advice and solutions to our clients, tailored to their individual needs and priorities.

Responsibilities:

  • Conduct in-depth consultations with clients to understand their financial objectives and develop comprehensive plans to achieve them.
  • Analyze clients' current financial situations and provide expert guidance on investment opportunities, insurance options, and retirement planning strategies.
  • Develop and implement customized solutions to meet clients' financial needs, including asset allocation, risk management, and estate planning.

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