Financial Advisor

Empire East Land Holdings Inc; Quezon City; On-site; PHP 334,800 - 446,400; Full time

Job summary

A leading property management firm in Quezon City is seeking individuals to provide personalized financial advice to clients. Responsibilities include analyzing financial situations, recommending investment strategies, and building client relationships. Ideal candidates are fresh graduates or students with a diploma in finance or business. The role offers flexible hours and an office environment with potential client meetings.

Qualifications

• Fresh Graduates or Students are encouraged to apply.

Responsibilities

• Provide personalized financial advice to clients based on their goals and needs.
• Analyze clients' financial situations and investment portfolios.
• Recommend investment strategies and products to optimize returns.

Skills

Wealth Management

Communication Skills

Sales ability

Social media engagement

Education

Diploma in Finance, Business, or related field

Job description

• Provide personalized financial advice to clients based on their goals and needs.
• Analyze clients' financial situations and investment portfolios.
• Recommend investment strategies and products to optimize returns.
• Stay updated on market trends and regulations.
• Build and maintain strong client relationships through effective communication.
• Educational Qualifications: A Diploma in Finance, Business, or a related field.
• Experience Level: Fresh Graduates or Students are encouraged to apply.
• Skills and Competencies: Proficiency in Wealth Management, strong Communication Skills, Sales ability, and social media engagement.
• Responsibilities and Duties: Assist clients in financial planning, build client relationships, and develop personalized investment strategies.
• Working Conditions: Office environment with potential client meetings, flexible hours including virtual consultations.
• Qualities and Traits: Honest, persistent, friendly, and a people person with integrity.