Finacial Wealth Planner

FWD Insurance One Obsidian Branch; Makati; On-site; PHP 223,200 - 334,800; Full time

Job summary

A financial services company in Makati is seeking candidates for an entry-level wealth management position. Responsibilities include assessing clients' financial needs, providing investment advice, and building client relationships. Ideal candidates are self-motivated recent graduates with strong communication and analytical skills. This role offers office-based work with potential travel for client meetings.

Qualifications

• Fresh graduates or students looking for entry-level positions.
• Self-motivated, detail-oriented, and possess a strong ethical foundation.

Responsibilities

• Assess clients' financial needs and develop personalized wealth management strategies.
• Provide investment advice and portfolio management tailored to individual goals.
• Monitor and review client accounts, making adjustments as necessary.
• Educate clients on financial products and market trends.
• Build and maintain strong client relationships through regular communication.
• Ensure compliance with financial regulations and standards.

Skills

Excellent communication skills

Strong analytical abilities

Proficiency in financial planning tools

Education

Bachelor’s degree in Finance, Business Administration, or related field

Job description

Responsibilities

• Assess clients' financial needs and develop personalized wealth management strategies.
• Provide investment advice and portfolio management tailored to individual goals.
• Monitor and review client accounts, making adjustments as necessary.
• Educate clients on financial products and market trends.
• Build and maintain strong client relationships through regular communication.
• Ensure compliance with financial regulations and standards.

Qualifications and Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: Fresh graduates or students looking for entry-level positions.
• Skills and Competencies: Excellent communication skills, strong analytical abilities, and proficiency in financial planning tools.
• Responsibilities and Duties: Assist clients in developing financial plans, assess financial goals, and provide investment advice.
• Working Conditions: Office-based with potential travel for client meetings.
• Qualities and Traits: Self-motivated, detail-oriented, and possess a strong ethical foundation.