Financial Consultant

Alexandrite 2 Summit LIA- Team Chelley; Makati; On-site; PHP 279,000 - 446,400; Full time

Job summary

A financial advisory firm in the Philippines is seeking a Junior Financial Advisor to develop client relationships and provide personalized financial advice. The role involves analyzing clients' financial situations and creating tailored financial plans. Ideal candidates will have a Bachelor's degree and possess strong networking, communication, and negotiation skills. This opportunity comes with a dynamic work environment in Makati.

Qualifications

• 0–2 years of experience in finance or business.
• Strong interpersonal and communication skills.

Responsibilities

• Develop and maintain client relationships to provide personalized financial advice.
• Analyze clients' financial situations and create tailored financial plans.
• Educate clients on financial products and services available to them.
• Monitor and review clients' financial plans to ensure they meet their goals.
• Participate in networking events to expand professional contacts.

Skills

Networking Skills

Communication Skills

Negotiation Skills

People Oriented

Education

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

Job description

Responsibilities

• Develop and maintain client relationships to provide personalized financial advice.
• Analyze clients' financial situations and create tailored financial plans.
• Educate clients on financial products and services available to them.
• Monitor and review clients' financial plans to ensure they are on track to meet their goals.
• Participate in networking events to expand professional contacts and client base.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
• Experience Level: Junior: 0–2 years
• Skills and Competencies: Networking Skills, Communication Skills, Negotiation Skills, People Oriented
• Qualities and Traits: Strong interpersonal and communication skills
• Responsibilities and Duties: Ability to work independently as well as part of a team