Financial Consultant

Recruitify_HR; Makati; On-site; PHP 334,800 - 558,000; Full time

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Health Maintenance Organization (HMO)

Job summary

A financial consulting company located in Makati seeks a Financial Consultant to conduct thorough analyses and develop tailored financial plans for clients. You will be responsible for monitoring clients' financial progress and maintaining strong relationships through regular communication. Candidates should have a Bachelor's degree in a related field and 1-3 years of relevant experience, with strong analytical skills and customer-oriented traits. This is a full-time on-site position.

Qualifications

• 1-3 years of relevant experience in financial consulting or a similar role.
• Ability to deliver clear and concise presentations to clients regarding their financial options.

Responsibilities

• Conduct thorough financial analysis and assessments for clients to offer tailored advice.
• Develop and present detailed financial plans based on individual client goals.
• Monitor clients’ financial progress and adjust plans as necessary.
• Assist clients in understanding financial products and services that meet their needs.
• Build and maintain strong relationships with clients through regular follow-ups.

Skills

Strong analytical skills

Proficiency in financial software tools

Excellent interpersonal skills

Customer-oriented mindset

Education

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

Job description

On-site - Makati 1-3 Yrs Exp Bachelor Full-time

Job Description

Employee Recognition and Rewards

Equity Incentive Plan, Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Description

• Conduct thorough financial analysis and assessments for clients to offer tailored advice.
• Develop and present detailed financial plans based on individual client goals.
• Monitor clients’ financial progress and adjust plans as necessary to ensure optimal outcomes.
• Assist clients in understanding financial products and services that meet their needs.
• Build and maintain strong relationships with clients through regular follow-ups and communication.

Requirements

• Educational Qualifications: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Experience Level: 1-3 years of relevant experience in financial consulting or a similar role.
• Skills and Competencies: Strong analytical skills and proficiency in financial software tools.
• Responsibilities and Duties: Ability to deliver clear and concise presentations to clients regarding their financial options.
• Qualities and Traits: Excellent interpersonal skills and a customer-oriented mindset.

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