Financial Wealth Planner

10 hours ago

Makati City, National Capital Region, Philippines Vermilion Phoenix Branch of FWD Full time ₱200,000 - ₱300,000 per year

A Financial Wealth Planner plays a pivotal role in guiding clients toward achieving their financial aspirations through tailored wealth management strategies. Key responsibilities include:

  • Client Financial Assessments: Conduct comprehensive evaluations to understand clients' financial situations, goals, and objectives.
  • Personalized Financial Planning: Develop customized plans covering investment management, retirement planning, risk management, and estate planning to align with each client's unique needs.
  • Product Knowledge and Client Education: Stay updated on company's offerings, including insurance policies and investment options, to provide informed recommendations and educate clients effectively.
  • Relationship Management: Build and maintain strong client relationships, offering ongoing support and advice throughout their financial journey.
  • Market Analysis: Monitor financial markets and economic trends to provide clients with timely insights and advice.
  • Compliance: Ensure all financial plans and transactions comply with regulatory requirements and company policies.
  • Business Development: Identify and pursue new business opportunities to expand the client base and contribute to the company's growth.

The role offers flexibility, with options for full-time or part-time engagement and hybrid work arrangements. Financial Wealth Planners at Vermilion Phoenix Branch can expect competitive compensation, including weekly commissions, bonuses, and incentives.

Job Type: Part-time

Pay: Php20, Php30,000.00 per month

Benefits:

  • Flexible schedule
  • Flextime
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Work from home

Work Location: In person

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