Financial Advisor

Blaze Investments; Pasig; On-site; PHP 500,000 - 1,000,000; Full time

Job summary

A financial services firm in Metro Manila is seeking a skilled financial advisor to build and maintain client relationships. You will provide personalized financial advice and develop tailored financial plans. The ideal candidate should have a relevant bachelor's degree and proven experience in financial advisory roles. This position offers an opportunity to work closely with clients to help them achieve their financial goals.

Qualifications

• 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.

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.

Skills

Client relationship management

Financial planning

Investment portfolio management

Education

Bachelor’s degree in finance, economics, accounting, business, or a related field

Job description

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

• Bachelor’s 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.