Wealth Management Consultant

15 hours ago


Davao City, Davao, Philippines AIA Philippines - Ticao Advisors & Managers Life Insurance Services Full time

As a Financial Advisor, you will play a critical role in helping our clients achieve their long-term financial goals.

You will be responsible for delivering personalized investment solutions, providing strategic advice on products and services, and staying up-to-date with financial trends.

  • Meet with clients to understand their financial needs and objectives
  • Develop and implement personalized financial plans for clients
  • Provide ongoing support and guidance to clients
  • Collaborate with other professionals to ensure seamless service delivery

Job Requirements:

  • Bachelor's Degree Graduate
  • At least 1 year work experience in any field
  • Fresh graduates are welcome to apply
  • Strong people skills with an established network
  • Ability to use computer programs like MS PowerPoint, Excel, Outlook, and Word
  • Strong communication skills, trainable and coachable, results-oriented, self-driven, and with a passion for success
  • Has the desire to help Filipino families plan for the future
Work Environment

Part-time



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