Bank Financial Advisor

4 days ago


Makati City, National Capital Region, Philippines City Skyline Suites Full time ₱25,000 - ₱300,000 per year

Overview:

Join our dynamic banking team as a Bank Financial Advisor, where you'll guide clients in achieving their financial goals through tailored advice, strategic planning, and product recommendations.

Key Responsibilities:

  • Provide personalized financial consultations to retail and business clients
  • Recommend banking products including savings, investments, loans, and insurance
  • Build long-term client relationships through trust and financial expertise
  • Stay updated on market trends, regulatory changes, and product offerings
  • Collaborate with internal teams to ensure seamless client service

Job Type: Permanent

Pay: Up to Php25,000.00 per month

Benefits:

  • Company Christmas gift
  • Company events
  • Health insurance
  • Life insurance
  • Opportunities for promotion

Application Question(s):

  • What is your expected salary?
  • Are you willing to do SALES?

Education:

  • Bachelor's (Required)

Experience:

  • Customer Service: 1 year (Preferred)
  • Sales: 1 year (Preferred)

Work Location: In person


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