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Financial Sales Professional

2 weeks ago

Cebu City, Central Visayas, Philippines Private Advertiser Full time

We are seeking a seasoned professional to join our team in the role of Wealth Sales Relationship Manager. This client-facing position requires professionalism, client focus, and a deep understanding of financial planning fundamentals.

Work Setup: Hybrid

The successful candidate will be responsible for managing our highest value clients, acquiring new clients through trusted wealth advisory services, and retaining existing portfolios by delivering high standards of service quality.

Key responsibilities include:

  • Maintaining operational integrity required by the Group
  • Closely managing individual performance
  • Contribution to an environment where the wider Branch team maximizes performance to achieve business objectives

The ideal candidate should possess a Bachelor's degree or equivalent experience, with a minimum of three years progressive financial services and/or retail sales experience.

Possessing a SEC Fixed Income License is mandatory, along with evidence of strong sales results in insurance and investment products.

Additional requirements include sound knowledge of financial services products and services, local regulatory & license requirements, and strong sales orientation, networking, and portfolio management skills.