Financial Advisor (Part-time) - Pasay/Manila/Quezon City

Sun Life of Canada Phils. King Augustus Unit; Pasay; On-site; PHP 279,000 - 390,600; Full time

Job summary

A leading financial services company in Metro Manila is looking for a Financial Advisor to provide personalized financial advice to clients and develop strong relationships. This entry-level position is ideal for candidates eager to learn and grow in the financial sector. Candidates should have a Bachelor’s degree in Finance or a related field and possess strong interpersonal skills. The company prioritizes a team-oriented approach and values communication.

Qualifications

• No experience required; entry-level candidates are encouraged to apply.
• People-oriented with excellent interpersonal skills.

Responsibilities

• Provide personalized financial advice to clients based on their financial goals.
• Develop and maintain strong client relationships through effective communication.
• Assess clients' financial situations and recommend appropriate investment strategies.

Skills

Team player

Coachable

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, or related field

Job description

Responsibilities

• Provide personalized financial advice to clients based on their financial goals.
• Develop and maintain strong client relationships through effective communication and trust-building.
• Assess clients' financial situations and recommend appropriate investment strategies.
• Stay updated on market trends and financial products to enhance client offerings.
• Collaborate with team members to enhance service delivery and achieve team goals.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or related field
• Experience Level: No experience required; entry-level candidates are encouraged to apply
• Skills and Competencies: Strong team player with the ability to work collaboratively
• Skills and Competencies: Coachable and eager to learn new financial strategies
• Qualities and Traits: People-oriented with excellent interpersonal skills