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Part-Time Remote Financial Coach

7 days ago

Makati City, National Capital Region, Philippines Team Giz - Financial Consultants Part time

Job Description

Key Responsibilities:

  1. Conduct in-depth virtual consultations with clients to understand their financial objectives and develop personalized strategies.
  2. Recommend suitable financial products and services to help clients achieve their goals.
  3. Educate clients on various financial planning strategies, including risk management, wealth accumulation, and retirement planning.

Required Skills and Qualifications:

  • Strong understanding of financial industry trends, products, and regulatory requirements.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

Benefits:

  • Competitive compensation package.
  • Ongoing training and professional development opportunities.
  • Collaborative and dynamic work environment.