Senior Financial Advisor

23 hours ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱250,000 - ₱500,000
Role Summary

The Virtual Financial Coach is an on-demand financial advisor who empowers clients to make informed decisions, overcome financial challenges, and achieve their short-term and long-term financial goals by introducing various products and services.

This role requires building clients' financial literacy and providing them with the necessary information to set up and achieve their financial objectives.

Virtually engaging with a younger client base who are building savings and beginning to explore simple investments is a primary responsibility of this role. The medium of communication will be through phone calls, video conferencing, or chat messaging.

Key Responsibilities:
  • Educate clients on money matters such as savings, budgeting, wise spending, credit card usage, loans, insurance, investments, and retirement.
  • Effectively respond to financial inquiries, equipping clients with the knowledge and confidence to make informed decisions independently.
  • Discuss different products and solutions, and turn clients over to the right department for availing.
  • Engage with clients virtually through video conferencing, phone calls, and messaging services.
  • Evaluate clients' profiles and assess their financial wellness virtually.
  • Offer expert financial guidance on various concerns, including savings, money management, smart spending, loans, investments, trade, and retirement planning.
  • Tailor product bundling and financial solutions to align with clients' profiles and risk appetite.
  • Maximize the use of tools (Remote Desktop Services, Salesforce, Talkdesk, etc.) in spotting opportunities and uncovering needs during conversations.
  • Inform and empower clients to utilize digital channels and select products and solutions that best meet their needs.
  • Prepare and submit reports promptly while tracking and reporting on key performance indicators (KPIs) and deliverables.
  • Provide comprehensive documentation of client calls and conversations.
  • Safeguard own passwords and access at all times.
  • Maintain the upkeep of workstation and premises.
  • Adhere to security, data privacy, safety, and health protocols.
  • Attend regular cadences, town halls, sales clinics, and rollouts.
Qualifications
  • Bachelor's degree graduate in Economics / Business Management/ Marketing or related courses
  • At least 2 years experience in financial services industry, financial advisory or coaching, portfolio management, insurance/investment.
  • At least 1 year bank experience.
  • Possesses extensive experience in financial coaching, strong business acumen, and in-depth knowledge of financial markets and economic conditions.
  • Demonstrates mastery of the Bank's products and services, including its digital platforms, with expertise in customized product bundling.
  • Highly proficient in using digital platforms, channels, and gadgets.

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