Investment Planning Specialist

3 days ago


Davao City, Davao, Philippines AIA Philippines - Ticao Advisors & Managers Life Insurance Services Full time

We are seeking a skilled Financial Advisor who can provide personalized investment solutions to help clients achieve their long-term financial goals.

The ideal candidate will have strong people skills, be able to communicate effectively, and have a passion for helping others achieve their financial objectives.

  • Meet with clients to understand their financial needs and objectives
  • Provide strategic advice on products and services, such as investments, insurance coverage, and debt management tools
  • Stay up-to-date with financial trends and maintain compliance with industry regulations
  • Prepare financial documents, such as income projections and investment reports

Key Responsibilities:

  • Develop and implement personalized financial plans for clients
  • Provide ongoing support and guidance to clients
  • Collaborate with other professionals to ensure seamless service delivery
  • Stay current with industry developments and best practices

Requirements:

  • Bachelor's Degree Graduate
  • At least 1 year work experience in any field
  • Fresh graduates are welcome to apply
  • Strong people skills with an established network
  • Ability to use computer programs like MS PowerPoint, Excel, Outlook, and Word
  • Strong communication skills, trainable and coachable, results-oriented, self-driven, and with a passion for success
  • Has the desire to help Filipino families plan for the future


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