Investment & Financial Planning Advisor

Alexandrite 2 Summit Life Insurance Agency - Team Nash; Makati; On-site; PHP 279,000 - 446,000; Full time

Job summary

A financial services agency in Metro Manila seeks a candidate to deliver personalized investment solutions and provide financial planning support to clients. Responsibilities include preparing financial plans, addressing inquiries, and supporting client relationships. Ideal candidates should hold a Bachelor's degree and possess strong interpersonal skills. Sales and marketing experience is a plus but not necessary.

Qualifications

• Strong understanding of the investment business.
• Excellent interpersonal skills.
• Willing to be trained.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare financial plans and check their accuracy.
• Address clients' inquiries and concerns.

Skills

Interpersonal skills

Understanding of the investment business

Sales and Marketing experience

Education

Bachelor's degree (any course)

Diploma

Job description

A financial services agency in Metro Manila seeks a candidate to deliver personalized investment solutions and provide financial planning support to clients. Responsibilities include preparing financial plans, addressing inquiries, and supporting client relationships. Ideal candidates should hold a Bachelor's degree and possess strong interpersonal skills. Sales and marketing experience is a plus but not necessary.