Financial Wealth Planner

4 days ago

Manila, National Capital Region, Philippines Bogda Peak Central Full time ₱600,000 - ₱1,200,000 per year

Company Description

At FWD, we don't think insurance should stop at peace-of-mind. We think it should reassure that you've got a trusted partner who's there if you need us. Meaning you can transform those small moments into big reasons to celebrate living.

With numerous awards on hand, w

e believe that building the right culture starts with building the right team who we know will make the right decisions.  And we have an extraordinary leadership team at FWD – smart, progressive, and experienced.

We are committed to change the way people feel about insurance.

Role Description

This is a full-time hybrid role for a Financial Wealth Planner, located in Alabang Muntinlupa, with some work-from-home flexibility. The Financial Wealth Planner will be responsible for providing comprehensive financial planning services to clients, including investment management, insurance coverage assessment, and overall financial advice. Daily tasks include meeting with clients, assessing their financial needs, developing personalized financial plans, and maintaining ongoing client relationships to ensure financial goals are met.

Qualifications

  • Skills in Financial Planning and Finance is an advantage
  • Excellent interpersonal and communication skills
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Fresh graduates are welcome to apply.
  • Ability to work independently and within a team
  • Strong analytical and problem-solving abilities
  • Willing to undergo trainings

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