Financial Consultant

Sun Life Philippines Bahada; Davao del Sur; On-site; PHP 300,000 - 600,000; Full time

Job summary

A leading financial services provider in Davao del Sur is seeking a Financial Advisor to provide tailored financial advice and guidance to clients, develop personalized financial plans, and build lasting relationships. The ideal candidate will have a Bachelor's degree in a relevant field and be proactive in pursuing new business opportunities.

Qualifications

• Education: Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Experience: Previous experience as a financial advisor or in a similar financial services role is preferred.
• Strong analytical and problem-solving abilities.
• Ability to work independently while maintaining a team-oriented mindset.
• Ethical with a strong commitment to client confidentiality and fiduciary responsibilities.
• Driven, goal-oriented, and proactive in pursuing new business opportunities.
• Willingness to stay updated on financial market trends and changes in laws/regulations.
• Ability to establish and maintain long-term client relationships.

Responsibilities

• Provide financial advice and guidance to clients on various topics.
• Develop and implement financial plans tailored to clients' needs.
• Build and maintain relationships with clients, providing support.

Skills

Analytical skills

Problem-solving

Independent work

Client relationship mgmt

Team collaboration

Education

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

Job description

Job Description

• Provide financial advice and guidance to clients on a range of topics, including investments, retirement planning, and insurance.
• Develop and implement financial plans tailored to clients' individual needs and goals.
• Build and maintain relationships with clients, providing ongoing support and guidance.

Requirements:

• Education: Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• Experience: Previous experience as a financial advisor or in a similar financial services role is preferred.

Personal Attributes:

• Strong analytical and problem-solving abilities.
• Ability to work independently while maintaining a team-oriented mindset.
• Ethical with a strong commitment to client confidentiality and fiduciary responsibilities.
• Driven, goal-oriented, and proactive in pursuing new business opportunities.

Other:

• Willingness to stay updated on financial market trends and changes in laws/regulations.
• Ability to establish and maintain long-term client relationships.

Consultative Sales Fund Sales Fund Professional Qualification Certificate Securities Investment Advisory Certificate

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

• withholds your ID,
• requires you to provide a guarantee or collects property,
• forces you to invest or raise funds,
• collects illicit benefits,
• or other illegal situations.