Financial Advisor

Sunlife Financial Advisor - Almera U. Taneo; Makati; On-site; PHP 223,000 - 335,000; Full time

Job summary

A financial advisory firm in Makati is seeking a Financial Advisor to provide expert financial advice, analyze client situations, and develop tailored investment strategies. No prior experience is necessary as training will be provided. Strong interpersonal skills and a client-focused mindset are essential. This role requires building lasting client relationships through exceptional service.

Qualifications

• No prior experience required; training provided.
• Proficient in wealth management.
• Strong analytical thinker, driven, trustworthy, and client-focused.
• Sales acumen and client-focused mindset.

Responsibilities

• Provide expert financial advice to clients on investment strategies.
• Analyze clients' financial situations and develop tailored plans.
• Conduct regular portfolio reviews and adjust strategies as needed.
• Stay updated on market trends and financial regulations.
• Build and maintain strong client relationships through exceptional service.

Skills

Wealth management

Interpersonal skills

Communication skills

Sales acumen

Education

High/Senior High School diploma

Job description

Responsibilities

• Provide expert financial advice to clients on investment strategies.
• Analyze clients' financial situations and develop tailored plans.
• Conduct regular portfolio reviews and adjust strategies as needed.
• Stay updated on market trends and financial regulations.
• Build and maintain strong client relationships through exceptional service.

Qualifications

• Educational Qualifications: High/Senior High School diploma.
• Experience Level: No prior experience required; training provided.
• Skills and Competencies: Proficient in wealth management, excellent interpersonal and communication skills, sales acumen.
• Working Conditions: Office environment with potential client meetings; flexible hours.
• Qualities and Traits: Strong analytical thinker, driven, trustworthy, and client-focused.