Financial Advisor (Manila)

FWD Life Insurance Corporation; Taguig; On-site; PHP 279,000 - 446,400; Full time

Job summary

A financial services company in Taguig is seeking a Financial Advisor to provide personalized financial advice and develop comprehensive financial plans for clients. The ideal candidate will have a Bachelor’s degree in Finance or a related field, along with 0–2 years of experience in financial services or sales. Strong communication skills and the ability to build client relationships are essential for success in this role.

Qualifications

• 0–2 years of experience in financial services or sales.
• Self-motivated and goal-oriented.

Responsibilities

• Provide personalized financial advice to clients.
• Develop comprehensive financial plans for clients.
• Maintain and build client relationships.

Skills

Strong communication

Interpersonal skills

Education

Bachelor’s degree in Finance, Business or related field

Job description

Overview

• Provide personalized financial advice to clients to help them achieve their financial goals.
• Develop comprehensive financial plans that analyze clients' current financial situations.
• Maintain and build client relationships through effective communication and follow-ups.
• Stay updated on the latest financial products, services, and regulations.
• Conduct market research to identify potential new clients and business opportunities.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
• Experience Level: 0–2 years of experience in financial services or sales.
• Skills and Competencies: Strong communication and interpersonal skills.
• Skills and Competencies: Ability to build long-term client relationships.
• Qualities and Traits: Self-motivated and goal-oriented.
• Responsibilities and Duties: Proficient in financial analysis and strategic planning.