Expert Financial Consultant

1 day ago

Mandaluyong City, National Capital Region, Philippines beBeeFinancial Full time ₱450,000 - ₱850,000
Key Role Overview

This role is focused on delivering tailored financial solutions and providing expert guidance in retirement planning, investment management, and general financial advisory services.

Responsibilities
  • Develop and implement personalized financial plans, guide clients through the retirement planning process, manage investments, and offer ongoing financial advisory support.
  • Analyze complex financial data, create effective financial strategies, and stay up-to-date with market trends and regulatory changes.
Qualifications and Skills
  • Strong expertise in financial planning and finance, with a focus on strategic decision-making.
  • Exceptional analytical and problem-solving skills, with the ability to interpret complex data and develop informed recommendations.
  • Excellent communication and interpersonal skills, with experience in building strong relationships with clients and colleagues alike.
  • Proven ability to work independently, managing multiple priorities and deadlines while maintaining a high level of productivity.
  • Relevant education and professional certifications, such as CFP or CFA, are highly valued but not required.
Working Conditions
  • Part-time remote role with flexible scheduling options.
Job Function
  • Finance and Sales

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