Financial Consultant - (Quezon City)

FWD Life Insurance Corporation; Taguig; On-site; PHP 334,800 - 558,000; Full time

Job summary

A financial consulting firm in Taguig is seeking an experienced financial advisor to provide expert financial advice and develop tailored financial plans for clients. The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to build relationships with clients. This role involves analyzing financial needs and staying updated on market trends to ensure the best solutions are provided.

Qualifications

• 1–3 years of relevant experience in financial consulting or a related area.

Responsibilities

• Provide expert financial advice to clients to help them achieve their financial goals.
• Analyze clients' financial needs and develop tailored financial plans.
• Stay updated on market trends and financial products to offer the best solutions.
• Build strong relationships with clients through effective communication and support.
• Conduct regular reviews of clients’ financial plans to ensure they remain aligned with their goals.

Skills

Financial analysis and forecasting

Communication skills

Interpersonal skills

Client-oriented mindset

Sales ability

Education

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

Job description

• Provide expert financial advice to clients to help them achieve their financial goals.
• Analyze clients' financial needs and develop tailored financial plans.
• Stay updated on market trends and financial products to offer the best solutions.
• Build strong relationships with clients through effective communication and support.
• Conduct regular reviews of clients’ financial plans to ensure they remain aligned with their goals.

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field
• Experience Level: 1–3 years of relevant experience in financial consulting or a related area
• Skills and Competencies: Strong financial analysis and forecasting skills
• Skills and Competencies: Excellent communication and interpersonal skills
• Qualities and Traits: Strong client-oriented mindset with a proactive approach
• Skills and Competencies: Proven sales experience and ability to meet targets