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Financial Services Expert

3 weeks ago


Davao City, Davao, Philippines MANULIFE PHIL Davao Full time

We are looking for a highly motivated Financial Services Expert to help our clients achieve their financial goals. As a Financial Services Expert, you will be responsible for providing expert advice on financial planning, investment, and wealth management.

Responsibilities

Client Relationships:

  • Build and maintain strong relationships with clients to understand their financial needs and goals.

Financial Analysis:

  • Analyze financial data to develop tailored investment strategies for clients.

Product Recommendations:

  • Recommend suitable financial products and services to clients based on their needs and goals.

Skills and Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Proven experience in financial planning, investment, or wealth management.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.