Financial Advisor & Portfolio Strategist

FWD Life Insurance Corporation; Valenzuela; On-site; PHP 334,800 - 558,000; Full time

Job summary

A leading financial services company based in Metro Manila is seeking a Financial Consultant to analyze clients' financial needs and goals. The successful candidate will develop personalized financial plans, provide investment advice, and maintain strong client relationships. Candidates should have a Bachelor's degree in Finance or related field and 3-5 years of relevant experience. Strong financial analysis and communication skills are essential.

Qualifications

• 3-5 years of experience in financial consulting or sales.
• Detail-oriented and proactive with strong interpersonal skills.

Responsibilities

• Provide financial guidance and develop client relationships.
• Create customized financial plans.

Skills

Financial analysis

Communication

Sales skills

Education

Bachelor's degree in Finance, Accounting, or related field

Job description

A leading financial services company based in Metro Manila is seeking a Financial Consultant to analyze clients' financial needs and goals. The successful candidate will develop personalized financial plans, provide investment advice, and maintain strong client relationships. Candidates should have a Bachelor's degree in Finance or related field and 3-5 years of relevant experience. Strong financial analysis and communication skills are essential.