Investment Guidance Professional

6 days ago


Davao City, Davao, Philippines MANULIFE PHIL Davao Full time

We are seeking a highly experienced Investment Guidance Professional to join our team at MANULIFE PHIL Davao.

About the Role

This is an excellent opportunity for a seasoned professional to leverage their expertise in investment strategies, financial planning, and wealth management to deliver high-quality services to our clients.

Key Responsibilities
  • Develop and implement comprehensive investment plans tailored to each client's unique needs and objectives.
  • Provide expert advice on investment products, risk management strategies, and portfolio optimization techniques.
  • Stay up-to-date with industry trends, regulations, and best practices to ensure clients receive the most effective guidance possible.
Requirements
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Proven experience as an Investment Advisor, Financial Planner, or in a similar role, with a strong focus on delivering exceptional client service.
Skills and Qualifications
  • Excellent analytical and problem-solving skills, with the ability to think critically and outside the box.
  • Strong communication and interpersonal skills, with a proven ability to build trust with clients and colleagues alike.
  • Proficiency in financial analysis software, Microsoft Office Suite (Word, Excel, PowerPoint), and other relevant tools.


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