Financial Advisor

1 day ago


Davao City, Davao, Philippines PM Consulting Full time ₱850,000 - ₱1,200,000 per year

Are you looking to build a rewarding career in financial services? We're looking for motivated individuals to join our team as Financial Advisor professionals who are passionate about guiding clients toward smart financial decisions while working within a trusted banking environment.

Role Overview

This role involves working closely with a partner bank to provide clients with tailored financial solutions. You'll serve as a trusted advisor, helping individuals understand and choose products that meet their protection, savings, and investment needs.

Key Responsibilities

  • Engage with bank customers to understand their financial goals
  • Recommend appropriate financial products and services
  • Build strong relationships with bank staff to create a steady client base
  • Maintain an organized pipeline and follow up regularly with leads and existing clients
  • Meet performance targets while upholding professional and regulatory standards

Ideal Qualifications

  • Graduate of any four-year course
  • Prior experience in customer-facing roles such as sales, banking, or financial services is an advantage
  • Strong interpersonal and consultative skills
  • Driven, professional, and goal-oriented
  • Willing to be assigned to a bank branch location

What You'll Gain

  • Competitive earnings with potential incentives
  • Ongoing learning and mentorship
  • A structured career path in financial advisory
  • Experience working with a reputable financial institution

Job Type: Full-time

Pay: Php85, Php100,000.00 per month

Benefits:

  • Company car
  • Company Christmas gift
  • Company events
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Paid training

Language:

  • English (Preferred)

Work Location: In person


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