Virtual Investment Consultant

5 days ago


Manila, National Capital Region, Philippines Private Advertiser Full time

About the opportunity

Job Details

We are looking for a skilled Virtual Investment Consultant to join our team. As a key member of our virtual team, you will provide expert financial planning and investment advice to our clients, helping them achieve their long-term financial goals.

Responsibilities:

  • Conduct thorough financial needs assessments with clients to identify their financial objectives and challenges
  • Design and implement personalized financial plans and investment strategies to help clients achieve their financial objectives
  • Offer ongoing guidance and support to clients, addressing their financial concerns and questions
  • Stay current with industry developments, regulatory requirements, and emerging financial products to deliver informed advice
  • Foster strong relationships with clients, built on trust, expertise, and exceptional service
  • Collaborate with colleagues to drive business success and contribute to the growth of our financial planning practice

What We're Looking For:

  • Relevant qualifications in financial planning or wealth management, such as a CFP certification
  • Proven experience in creating and executing comprehensive financial plans for clients
  • Superior communication and interpersonal skills, enabling you to convey complex financial concepts clearly and effectively
  • Critical thinking and problem-solving abilities, with a talent for developing innovative solutions
  • A customer-focused mindset and a genuine passion for helping clients achieve their financial aspirations
  • Proficiency in using financial planning software and other relevant technology


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