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Personal Financial Coach

1 week ago

Manila, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

Sun Life Grepa Financial, Inc. is seeking a talented Personal Financial Coach to help clients create and achieve their financial objectives.

Main Responsibilities:

  • Assess clients' financial situations and develop personalized plans to improve their financial well-being.
  • Provide expert advice on investment options, risk management, and estate planning.
  • Maintain open and transparent communication with clients throughout the coaching process.

Requirements:

  • Bachelor's Degree in Finance, Economics or related field.
  • Strong analytical and problem-solving skills.
  • Ability to empathize with clients and understand their unique needs and concerns.
  • Flexibility to adapt to changing priorities and deadlines.