Financial Consultant

Vibrant Citrino Gems; Makati; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial advisory firm in Makati, Philippines, is seeking an entry-level Financial Advisor. The role involves providing financial guidance, analyzing market trends, and customizing financial plans for clients. Ideal candidates will have a Bachelor's degree in a related field and possess excellent consultative sales abilities. Join a dynamic environment where you can grow your skills and build long-term client relationships.

Qualifications

• Must possess a minimum of a Bachelor's degree in Finance, Business, Communications or a related field.
• No previous experience is required; entry-level candidates are encouraged to apply.
• Self-motivated with a drive to succeed.

Responsibilities

• Analyze clients' financial situations and develop strategic solutions.
• Build and maintain relationships with new and existing clients.
• Stay updated on market trends and financial products.

Skills

Consultative sales abilities

Interpersonal skills

Networking skills

Online sales platforms

Education

Bachelor's degree in Finance or related field

Tools

Smartphone

Laptop

Tablet

Internet connection

Job description

• Provide financial guidance to our clients in the insurance and investment industry.
• Analyze financial data and market trends to help clients make informed decisions.
• Customize financial plans according to client needs, aligning with regulatory standards at Manulife Philippines.
• Remain abreast of all industry changes and effectively communicate the impact to clients.
• Ensure client satisfaction and maintain long-term relationships through high-quality advisory services.

• Educational Qualifications: Must possess a minimum of a Bachelor's degree in Finance, Business, Communications or a related field.
• Experience Level: No previous experience is required; entry-level candidates are encouraged to apply.
• Skills and Competencies:
• Strong consultative sales abilities to understand and address client needs effectively.
• Excellent interpersonal skills with a people-oriented approach.
• Proven networking skills to connect with potential clients and industry professionals.
• Adept in leveraging online sales platforms to expand client base.
• Responsibilities and Duties:
• Analyze clients' financial situations and develop strategic solutions.
• Build and maintain relationships with new and existing clients.
• Stay updated on market trends and financial products.
• Meet sales targets and contribute to team goals.
• Working Conditions: Expected to work in a dynamic, fast-paced environment. Some travel may be required for client meetings and networking events.
• Qualities and Traits:
• Self-motivated with a drive to succeed.
• Willingness to learn, be mentored and coached
• Strong ethical standards and professionalism.
• Resilient with the ability to handle rejection.
• Outstanding organizational and time management skills.
• Technical Requirements:
• smartphone, laptop or tablet, internet connection