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Wealth Management Specialist
2 weeks ago
We are AXA Philippines (Bankassure Dept.), a global insurance leader dedicated to delivering innovative financial solutions. Our Wealth Management Specialists play a critical role in helping customers achieve their financial goals.
About the RoleWe are seeking a skilled Wealth Management Specialist to join our team, focusing on providing tailored advice and solutions to customers. As a Wealth Management Specialist, you will be responsible for:
Key Responsibilities- Assessing customer needs and providing personalized advice
- Developing and implementing wealth management plans
- Building strong relationships with customers and bank partners
- Staying updated on industry trends and best practices
Requirements
- Graduate of any 4-year or 5-year Bachelor's degree
- At least 1-2 years of solid working experience in retail sales or relationship officer roles
- Excellent communication and interpersonal skills
- Ability to achieve sales targets on a monthly basis
What We Offer
A competitive salary package, opportunities for career growth, and a dynamic work environment.
