Financial Advisor

Manulife Aspire Redwoood; Makati; Hybrid; PHP 350,000 - 550,000; Part time

Benefits offered by this job

Commission

Performance Bonus

Annual Appraisal

Employee of the Month Award

Job summary

A financial services firm in Makati is seeking a hybrid, part-time Financial Adviser to provide expert financial advice on investment and wealth management. You will analyze clients' financial situations and create personalized strategies to meet their goals. Ideal candidates should have a Bachelor’s degree in Finance or a related field, along with strong analytical and communication skills. Fresh graduates are encouraged to apply, as this role offers opportunities to grow and learn within the finance industry.

Qualifications

• Fresh graduate or 0–2 years of experience is acceptable.
• Strong interpersonal skills to build client relationships.
• Ability to analyze financial situations effectively.
• Excellent interpersonal and communication skills.
• Strong analytical mindset and attention to detail.

Responsibilities

• Provide expert financial advice on investment opportunities.
• Analyze clients' financial situations and create strategies.
• Stay updated on market trends to inform decisions.
• Build and maintain strong relationships with clients through effective communication and trust.
• Conduct regular reviews of clients' portfolios and adjust strategies as needed.

Skills

Wealth management understanding

Excellent communication skills

Strong analytical mindset

Communication skills

Analytical mindset

Education

Bachelor’s degree in Finance or Economics

Job description

Hybrid - Makati No Exp Required Bachelor Part-time

Job Description

Employee Recognition and Rewards

Commission, Performance Bonus, Annual Appraisal, Employee of the Month Award

Insurance Health & Wellness

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Description

• Provide expert financial advice to clients on investment opportunities and wealth management.
• Analyze clients' financial situations and create personalized strategies to achieve their financial goals.
• Stay updated on market trends and financial news to inform investment decisions.
• Build and maintain strong relationships with clients through effective communication and trust.
• Conduct regular reviews of clients' portfolios and adjust strategies as needed.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Economics, or a related field.
• Experience Level: Fresh Graduate or 0–2 years of experience in finance or related fields.
• Skills and Competencies: Strong understanding of wealth management and stock trading.
• Skills and Competencies: Excellent interpersonal and communication skills.
• Qualities and Traits: Strong analytical mindset and attention to detail.
• Responsibilities and Duties: Ability to work independently and manage multiple tasks effectively.
• Working Conditions: Office-based with opportunities for client meetings and networking events.

Working Location

11 floor, Ayala North Exchange Tower One