Flexible Financial Advisor: Build Wealth & Guidance

Sun Life of Canada Philippines Inc.; Philippines; On-site; PHP 240,000 - 420,000; Full time

Benefits offered by this job

Time flexibility

Extra income

Career growth

Personal development

Job summary

A leading financial services company in Metro Manila is seeking a Financial Advisor. This role allows you to maintain your full-time job while offering personalized financial advice to clients. Ideal for individuals interested in helping others with financial planning while enjoying flexible hours and career growth opportunities. No experience is necessary, as training is provided.

Qualifications

• No experience required; training provided.
• Trustworthy, proactive, and client-focused personality.

Responsibilities

• Provide personalized financial advice to clients.
• Assess clients' financial situations and goals.
• Develop customized investment strategies.
• Monitor portfolio performance and adjust plans.
• Educate clients on financial products and services.
• Build and maintain client relationships.
• Stay updated on financial regulations.

Skills

Strong interpersonal skills

Communication skills

Education

Bachelor’s degree in Finance, Business or related field

Job description

On-site - Pasay No Exp Required Bachelor Freelance

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Job Description

• Provide personalized financial advice to clients based on their individual needs and goals.
• Assist clients in creating comprehensive portfolios to enhance their wealth management strategies.
• Develop and maintain strong relationships with clients through effective communication and interpersonal skills.
• Conduct financial market research to stay updated on investment trends and opportunities.
• Prepare and present financial reports and strategies to clients regularly.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field preferred.
• Experience Level: Junior: 0–2 years of experience in finance or related field.
• Skills and Competencies: Strong interpersonal skills to effectively engage with clients.
• Skills and Competencies: Excellent communication skills, both verbal and written.
• Skills and Competencies: Knowledge of wealth management and investment strategies.
• Qualities and Traits: Proactive and client-oriented attitude.
• Working Conditions: Flexible working hours with opportunities for remote work.

Interpersonal Skills Communication Skills

Preview

HR Manager Sun Life of Canada Philippines Inc.

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