Financial Advisor: Build Client Wealth & Retirement Plans

Manulife Philippines; Bohol; On-site; PHP 200,000 - 400,000; Full time

Job summary

Manulife Philippines is seeking a full‑time Financial Advisor in Bohol, Philippines. You will meet clients to assess financial goals, analyze their situation, and tailor financial, insurance, and investment solutions.

You’ll develop comprehensive retirement plans, present options clearly, and help clients make informed decisions. You will regularly review portfolios, monitor market developments, and adjust strategies to support long-term objectives while building a client base through networking

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field is preferred
• Experience in financial planning or advisory with client-focused solutions
• Knowledge of investments, risk assessment, diversification and portfolio management
• Ability to design retirement plans and long-term financial strategies
• Excellent communication and presentation skills for clear client guidance
• Willingness to learn Manulife products, systems, and compliance requirements

Responsibilities

• Meet with clients to understand financial goals and current situation
• Analyze client financials and recommend suitable financial, insurance, and investment solutions
• Develop comprehensive financial and retirement plans and present options clearly
• Regularly review client portfolios and adjust strategies as market conditions change
• Build and maintain a client base through networking, referrals, and community outreach
• Ensure all activities comply with regulatory and company standards

Skills

Financial Planning

Financial Advisory

Investments

Portfolio Management

Communication

Regulatory Compliance

Relationship Building

Sales Target Achievement

Education

Bachelor’s degree in Finance/Business/Economics

Relevant certifications (advantageous)

Tools

CRM software

Job description

Manulife Philippines is seeking a full‑time Financial Advisor in Bohol, Philippines. You will meet clients to assess financial goals, analyze their situation, and tailor financial, insurance, and investment solutions.

You’ll develop comprehensive retirement plans, present options clearly, and help clients make informed decisions. You will regularly review portfolios, monitor market developments, and adjust strategies to support long-term objectives while building a client base through networking