Financial Advisor

MANULIFE DAVAO; Davao del Sur; On-site; PHP 279,000 - 446,400; Full time

Job summary

A leading financial services company in Davao del Sur is seeking a Financial Advisor to meet with clients, assess their financial goals, and develop customized financial plans. Ideal candidates should have 1-5 years in financial advising or be fresh graduates with strong financial knowledge. This role requires strong analytical and communication skills.

Qualifications

• 1-5 years in financial advising, wealth management, banking, or investment sectors.
• Entry-level roles may accept fresh graduates with strong financial knowledge.
• Ability to analyze financial data, market trends, and investment opportunities.
• Strong ability to explain complex financial concepts in simple terms.

Responsibilities

• Meet with clients to assess their financial goals, risk tolerance, and current financial status.
• Educate clients on financial products, investment strategies, and savings plans.
• Develop customized financial plans based on client needs.
• Recommend and manage investment portfolios, retirement accounts, and insurance policies.

Skills

Financial Analysis Skills

Communication Skills

Interpersonal Skills

Job description

Client Consultation

Meet with clients to assess their financial goals, risk tolerance, and current financial status.

Educate clients on financial products, investment strategies, and savings plans.

Financial Planning & Investment Management

Develop customized financial plans based on client needs.

Recommend and manage investment portfolios, retirement accounts, and insurance policies.

• Experience: 1-5 years in financial advising, wealth management, banking, or investment sectors (entry-level roles may accept fresh graduates with strong financial knowledge).
• Financial Analysis Skills: Ability to analyze financial data, market trends, and investment opportunities.
• Communication & Interpersonal Skills: Strong ability to explain complex financial concepts in simple terms.