Client-Centric Financial Advisor

FWD Life Insurance Corporation; Taguig; On-site; PHP 279,000 - 446,400; Full time

Job summary

A financial services company in Taguig is seeking a Financial Advisor to provide personalized financial advice and develop comprehensive financial plans for clients. The ideal candidate will have a Bachelor’s degree in Finance or a related field, along with 0–2 years of experience in financial services or sales. Strong communication skills and the ability to build client relationships are essential for success in this role.

Qualifications

• 0–2 years of experience in financial services or sales.
• Self-motivated and goal-oriented.

Responsibilities

• Provide personalized financial advice to clients.
• Develop comprehensive financial plans for clients.
• Maintain and build client relationships.

Skills

Strong communication

Interpersonal skills

Education

Bachelor’s degree in Finance, Business or related field

Job description

A financial services company in Taguig is seeking a Financial Advisor to provide personalized financial advice and develop comprehensive financial plans for clients. The ideal candidate will have a Bachelor’s degree in Finance or a related field, along with 0–2 years of experience in financial services or sales. Strong communication skills and the ability to build client relationships are essential for success in this role.