Part Time Financial Professional

7 days ago


Makati City, National Capital Region, Philippines AIA Philippines Full time

We are looking for a highly motivated Part Time Financial Professional who can conduct financial planning and provide clients with tailored solutions to meet their financial needs.

About the Role
  • This is a part-time position that requires building a client base and providing exceptional customer service.
  • You will be responsible for conducting financial assessments, identifying opportunities, and developing customized plans to help clients achieve their financial goals.
  • The ideal candidate will have excellent communication skills, a strong work ethic, and a passion for helping others.
Requirements
  1. Bachelor's degree in a relevant field such as finance, economics, or business administration.
  2. Minimum 2 years of experience in financial services or a related field.
  3. Strong analytical and problem-solving skills.
  4. Excellent communication and interpersonal skills.
  5. Ability to work independently and as part of a team.


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