Financial Consultant

Gratitude Philippines; Taguig; On-site; PHP 446,400 - 781,200; Full time

Benefits offered by this job

Medical Reimbursement

Performance Bonus

Equity Incentive Plan

Incentives

Health Insurance (HMO)

Job summary

A financial advisory firm is seeking an experienced financial advisor in Taguig, Philippines. You will provide expert financial advice by analyzing data and developing investment strategies while ensuring compliance with regulations. The ideal candidate has a bachelor's degree and strong interpersonal and analytical skills. This full-time role emphasizes client relationships and ethical standards.

Qualifications

• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively.

Responsibilities

• Provide expert financial advice based on individual clients' needs.
• Analyze financial data and market trends for investment strategies.
• Assist clients in risk management and financial planning.

Skills

Strong analytical skills

Excellent communication skills

Interpersonal skills

Ability to work independently

Proficiency in financial analysis

Education

Bachelor's degree

Job description

On-site - Taguig 3-5 Yrs Exp Bachelor Full-time

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Overview

Job Description

Medical Reimbursement

Employee Recognition and Rewards

Equity Incentive Plan, Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Description

• Provide expert financial advice to clients based on their individual needs and financial goals.
• Analyze financial data and market trends to develop investment strategies and portfolio optimization.
• Assist clients in risk management and financial planning, ensuring compliance with industry regulations.
• Build and maintain strong relationships with clients through effective communication and personalized service.
• Continuously update knowledge of financial products and services to provide accurate information.

Requirements

• Qualities and Traits: Strong analytical skills and attention to detail.
• Qualities and Traits: Excellent communication and interpersonal skills.
• Qualities and Traits: Ability to work independently and collaboratively in a team environment.
• Responsibilities and Duties: Proficiency in financial analysis and market research.
• Responsibilities and Duties: Commitment to ethical standards and client confidentiality.

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

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