Investment Planning Expert
7 days ago
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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