Expert Financial Strategist

4 weeks ago


Makati City, National Capital Region, Philippines FWD Life Insurance Phils - Team Eliza Full time

A thriving career as a financial wealth planner awaits you at FWD Life Insurance Phils - Team Eliza.

About the Role

As an expert financial strategist, you will be responsible for helping individuals and families manage their finances, investments, and long-term financial goals.

Your role will encompass a holistic approach to finance, considering all aspects of a person's financial situation, including savings, taxes, retirement planning, estate planning, insurance, and risk management.

Key Responsibilities
  • Assess financial goals and situations to provide tailored advice
  • Create customized financial plans to help clients achieve their objectives
  • Provide guidance on investment management and portfolio optimization
  • Offer recommendations on estate and legacy planning, ensuring secure financial futures for clients
  • Develop strategies for risk management and insurance, protecting clients' assets and well-being
Specialization Areas

In addition to general financial planning, you may have the opportunity to specialize in areas such as:

  • High-net-worth individuals, requiring sophisticated financial strategies and wealth preservation
  • Retirement planning, ensuring clients' golden years are secure and fulfilling
  • Family wealth planning, guiding multiple generations in achieving their financial goals
Salary and Benefits

We offer a competitive salary range of PHP 80,000 - 120,000 per month, depending on experience and qualifications.



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