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Investment Consultant Position

1 week ago

Mandaluyong City, National Capital Region, Philippines Investing Right Insurance Agency Full time

Join us at Investing Right Insurance Agency as an Investment Consultant and play a critical role in helping our clients achieve their long-term financial goals.

About the Opportunity

This exciting role offers the chance to work closely with clients to understand their investment objectives and develop customized plans to meet their needs.

The ideal candidate will possess a deep understanding of investment products and be able to communicate complex information in a clear and concise manner.

Key Responsibilities
  • Conduct thorough consultations with clients to identify their investment objectives and create tailored plans to meet their needs.
  • Stay up-to-date with market trends and product offerings to provide clients with informed recommendations.
  • Maintain accurate records of client interactions and progress towards their financial goals.
Qualifications
  • Bachelor's degree in a relevant field (e.g., finance, business, economics).
  • Proven experience in investment consulting or a related field.
  • Excellent communication and interpersonal skills.
  • Able to work independently and collaboratively as part of a team.

Possess a strong understanding of investment principles and practices, with the ability to apply this knowledge to real-world scenarios.