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Financial Planning Specialist

2 weeks ago

Cebu City, Central Visayas, Philippines NO.1 INSURANCE COMPANY Full time
Career Opportunities at NO.1 INSURANCE COMPANY

We are looking for a skilled Wealth Management Expert to join our team.

The successful candidate will provide personalized investment solutions to help clients achieve their long-term financial objectives.

Key Responsibilities:

  • Deliver comprehensive financial planning services to clients
  • Support investment professionals to develop and maintain client relationships
  • Develop and implement financial plans that meet client needs
What We Offer

We offer a range of benefits and opportunities for career growth.

  • A competitive salary package
  • Ongoing training and professional development
  • A dynamic and supportive work environment