Customer Financial Services Advisor

23 hours ago


Pasig, National Capital Region, Philippines beBeeFinancial Full time ₱2,400,000 - ₱3,200,000

Financial Services Professional Job Opportunity

  • To excel in this role, candidates should possess a Bachelor's/College Degree in any field and have at least one year of working experience in the related field.
  • The successful incumbent will undertake interviews with clients to analyze their financial needs and identify opportunities for our products.
  • A key responsibility is to prepare, present, and provide accurate reports and findings, along with recommendations for our financial services.
  • Maintaining strong relationships with clients is essential for business growth and ensuring excellent after-sales service is provided.
  • This position requires an individual who can build trust with clients, understand their financial goals, and offer tailored solutions that meet their needs.
  • We are seeking a dedicated professional to join our team and contribute to our mission of delivering exceptional customer experiences through personalized financial planning and expert advice.


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