Financial Advisor

Manulife Philippines (Skyward Empire Branch); Quezon City; On-site; PHP 300,000 - 540,000; Full time

Job summary

A financial services provider in Quezon City is seeking a skilled financial advisor to work closely with clients on their financial objectives. The position requires expertise in investment strategies, strong analytical skills, and excellent communication abilities. The successful candidate will be responsible for providing tailored financial advice and maintaining compliance with regulations.

Qualifications

• In-depth understanding of financial regulations and products.
• Expertise in investment strategies and financial planning.
• Excellent communication and customer service skills.
• Knowledge of insurance products and debt management tools.

Responsibilities

• Meet individually with clients to determine financial objectives.
• Offer strategic advice on investment and insurance products.
• Perform market research to stay current with financial trends.
• Prepare income projections and investment reports.
• Maintain regulatory compliance and ethical standards.
• Identify and pursue potential clients to grow the client base.
• Stay updated on market trends and financial products.

Skills

Strategic advice

Financial planning

Market analysis

Client relationship management

Communication skills

Sales skills

Education

Bachelor's degree in Finance

Tools

Financial planning software

MS Excel

Job description

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

- Securing stocks and bonds and establishing progressive savings accounts

- Moving money from accounts per industry and federal regulations

- Performing market research to stay current with financial trends

- Preparing financial documents, such as income projections and investment reports

- Maintaining compliance with all rules and regulations in the financial industry

- Identifying and pursuing potential clients to maintain a strong client base

• In‑depth understanding of employer, industry and federal regulations

• Knowledge of financial options, including investments, loans, savings accounts and stock options

• Expertise in financial planning and investment strategies

• Familiarity with the securities, mutual fund and insurance industries

• Advanced ability to analyze and explain market data

• Proficiency with word processing, spreadsheet, database and financial planning software

• Analytical thinking skills and the ability to assess clients’ needs

• Excellent communication abilities, including writing, speaking and active listening

• Effective sales, presentation and customer service skills

• Good organization and time management skills