Financial Advisor

3 days ago

Pasig, National Capital Region, Philippines Blaze Coaches Full time ₱400,000 - ₱800,000 per year

Client Relationship Management

  • Build and maintain relationships with clients through regular meetings and communication.
  • Understand clients' financial goals, risk tolerance, and current financial situation.
  • Provide personalized financial advice and develop tailored financial plans.

Requirements

  • Bachelors degree in finance, economics, accounting, business, or a related field.
  • Proven experience as a financial advisor, financial planner, or in a related financial services role.
  • Experience in developing financial plans and managing investment portfolios.
  • A track record of building and maintaining client relationships.

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