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Wealth Management Consultant

1 week ago

Makati City, National Capital Region, Philippines Orion Summit Life Insurance Agency Inc. - Team Justine Full time

As a Wealth Management Consultant at Orion Summit Life Insurance Agency Inc. - Team Justine, you will have the opportunity to work with clients to help them achieve their financial goals.

Key Responsibilities

A Wealth Management Consultant is responsible for providing comprehensive financial advice to clients, including:

  • Assessing clients' financial situations and creating personalized financial plans.
  • Developing and implementing investment strategies to help clients achieve their financial objectives.
  • Educating clients on risk management and other important financial concepts.
  • Staying up-to-date on market trends and new financial products.
  • Fostering strong relationships with clients and identifying new business opportunities.

We are looking for a motivated and experienced professional to join our team.