Strategic Financial Advisor
2 days ago
A strategic financial advisor at FWD Life Insurance Phils - Team Eliza helps high-net-worth individuals and families achieve their long-term financial goals. This role requires a holistic approach to managing finances, investments, and wealth.
Key Responsibilities:- Assess clients' financial situations and create customized plans to meet their objectives.
- Develop and implement investment strategies that align with clients' risk tolerance and financial goals.
- Provide expert guidance on estate planning, legacy management, and tax optimization.
- Risk management and insurance services are also offered to protect clients' assets.
Specialization areas include high-net-worth individual services, retirement planning, and family wealth management.
The ideal candidate will possess exceptional communication skills, the ability to build trust with clients, and a deep understanding of financial markets and regulations. A bachelor's degree in finance or a related field is required, and professional certifications such as CFP or CAIA are highly valued.
FWD Life Insurance Phils - Team Eliza offers a dynamic work environment, competitive compensation packages, and opportunities for career growth and development. If you are a motivated and results-driven professional looking to make a meaningful impact in the lives of our clients, we encourage you to apply for this exciting opportunity.
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