Financial Advisor: Build Wealth & Client Relationships

AXA PH - VantageGuard Advisory - Rodel Mendoza; Makati; Hybrid; PHP 223,200 - 446,400; Part time

Benefits offered by this job

Commission

Performance Bonus

Incentives

Full mentorship provided

Job summary

A financial advisory firm in Metro Manila, Makati, is seeking a driven individual to provide personalized financial advice and assist clients in wealth management decisions. The role requires strong leads generation abilities, excellent presentation skills, and a dedication to customer service. No experience is required, and a diploma is necessary. This position offers hybrid work with a focus on building client relationships and closing sales.

Qualifications

• Hardworking and driven.
• Ability to communicate complex financial concepts clearly.

Responsibilities

• Provide personalized financial advice to clients.
• Assist clients in wealth management decisions.
• Generate leads and build a diverse client portfolio.
• Deliver engaging presentations and workshops.
• Maintain strong relationships with clients.
• Close sales by assessing client needs.

Skills

Strong leads generation abilities

Networking skills

Excellent presentation skills

Interpersonal skills

Customer service dedication

Education

Diploma

Job description

A financial advisory firm in Metro Manila, Makati, is seeking a driven individual to provide personalized financial advice and assist clients in wealth management decisions. The role requires strong leads generation abilities, excellent presentation skills, and a dedication to customer service. No experience is required, and a diploma is necessary. This position offers hybrid work with a focus on building client relationships and closing sales.