Financial Portfolio Manager

6 days ago


Sorsogon, Bicol, Philippines beBeeFinancial Full time ₱800,000 - ₱1,200,000
Job Opportunity

We are seeking a Financial Advisor to work remotely and manage the financial portfolios of existing and new clients. This role involves implementing strategies to meet monthly sales targets, conducting financial awareness seminars for organizations, and providing exceptional customer service.

Responsibilities:

  • Develop and implement personalized financial plans for clients.
  • Manage client relationships and ensure high levels of satisfaction.
  • Collaborate with other teams to identify business opportunities and drive revenue growth.
  • Conduct financial training sessions for clients and external partners.

Requirements:

  • Graduate degree in a relevant field (e.g., finance, accounting).
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.
  • Flexibility to work varying shifts and adapt to changing priorities.

Benefits:

  • Remote work options with flexible schedules.
  • Unlimited earning potential based on performance.
  • International and local travel opportunities.
  • Recognition and rewards program.
  • Cash incentives and career advancement opportunities.
  • Comprehensive health insurance plan.


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