Executive Wealth Strategist

2 months ago


Makati City, National Capital Region, Philippines FWD Life Insurance Phils - Team Eliza Full time
Job Summary

FWD Life Insurance Phils - Team Eliza seeks a highly skilled Executive Wealth Strategist to join our team. In this role, you will work closely with high-net-worth individuals and families to develop comprehensive financial plans that cater to their unique needs.

About the Role

This is a holistic position that requires a deep understanding of personal finance, investments, and risk management. Your expertise will help clients navigate complex financial situations, make informed decisions, and achieve their long-term goals.

Key Responsibilities
  • Assess clients' financial goals and situations to identify areas for improvement
  • Develop customized financial plans tailored to each client's needs
  • Collaborate with clients to implement investment strategies and manage risks
  • Provide guidance on estate planning, tax optimization, and retirement savings
Requirements
  • Bachelor's degree in Finance, Economics, or a related field
  • Minimum 5 years of experience in wealth management or a related field
  • Strong knowledge of personal finance, investments, and risk management
  • Excellent communication and interpersonal skills
Salary and Benefits

The estimated salary for this position is PHP 120,000 - PHP 180,000 per month, depending on experience. Additionally, you will be entitled to a range of benefits, including health insurance, paid time off, and opportunities for professional growth and development.

Work Environment

You will be working in a dynamic and collaborative environment with a team of experienced professionals who share your passion for helping others achieve their financial goals.



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