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Financial Planning Expert

3 weeks ago

Davao City, Davao, Philippines MANULIFE PHILIPPINES - Digos Full time
Job Overview

This role involves working with clients to help them achieve their financial goals through expert advice and customized strategies.

Main Responsibilities
  • Analyze clients' financial information to identify potential areas for improvement
  • Develop and implement personalized financial plans to meet clients' objectives
  • Provide ongoing guidance and support to ensure clients stay on track with their financial goals
Requirements

The ideal candidate will have a strong understanding of financial planning principles, excellent communication skills, and experience working with clients.

Working with Us

We offer a collaborative work environment, opportunities for professional growth, and a comprehensive benefits package.