Financial Advisor

Blaze Coaches; Pasig; On-site; PHP 334,800 - 669,600; Full time

Job summary

A financial advisory firm in Metro Manila is seeking a Financial Advisor to build and maintain relationships with clients, understand their financial goals, and provide personalized financial advice. The ideal candidate holds a bachelor's degree in finance or a related field and has proven experience in the financial sector. This full-time position offers opportunities to develop tailored financial plans for clients.

Qualifications

• Proven experience as a financial advisor or planner in the financial services sector.
• Experience in developing financial plans and managing investment portfolios.
• A track record of building and maintaining client relationships.

Responsibilities

• Build and maintain relationships with clients through regular meetings.
• Understand clients' financial goals and risk tolerance.
• Provide personalized financial advice and develop tailored financial plans.

Skills

Client relationship management

Financial planning

Investment management

Education

Bachelor's degree in finance, economics, accounting, or business

Job description

Financial Advisor

Blaze Coaches

Responsibilities

• Build and maintain relationships with clients through regular meetings and communication.
• Understand clients' financial goals, risk tolerance, and current financial situation.
• Provide personalized financial advice and develop tailored financial plans.

Client Relationship Management

• Build and maintain relationships with clients through regular meetings and communication.
• Understand clients' financial goals, risk tolerance, and current financial situation.
• Provide personalized financial advice and develop tailored financial plans.

Requirements

• Bachelors degree in finance, economics, accounting, business, or a related field.
• Proven experience as a financial advisor, financial planner, or in a related financial services role.
• Experience in developing financial plans and managing investment portfolios.
• A track record of building and maintaining client relationships.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Industries

• Banking and Financial Services