Investment Planning Expert

7 days ago


Baguio City, Cordillera, Philippines Sun Life Philippines Full time

Sun Life Philippines is committed to providing exceptional customer service. We are seeking a Financial Advisor who can deliver high-quality financial planning support to clients. This role involves working closely with investment professionals to cultivate strong relationships with clients and ensure that their financial needs are met.

Responsibilities
  • Support clients in achieving their long-term financial objectives
  • Collaborate with investment professionals to build trust with clients
  • Prepare accurate and detailed financial plans

Qualifications

  • Bachelor's degree in Finance or a related field
  • Prior experience in the industry
  • Strong understanding of the investment market
  • Excellent communication skills


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