On-Site Financial Advisor: Investments & Planning (Manila)

Sun Life Philippines; Manila; On-site; PHP 300,000 - 540,000; Full time

Job summary

Sun Life Philippines is seeking a Financial Advisor in Manila to meet with clients, assess financial goals, and recommend insurance, investments, and retirement solutions. The role involves preparing financial plans, monitoring portfolios, and providing ongoing guidance to help clients stay on track with objectives.

Candidates should have strong communication skills, a client-focused mindset, and relevant licenses or willingness to obtain them.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• Relevant licenses or willingness to obtain required financial advisory certifications.
• Strong knowledge and practical skills in Financial Planning and Financial Advisory.
• Excellent communication, interpersonal, and presentation skills.
• Client-focused mindset with ability to build long-term relationships.

Responsibilities

• Meet with clients to assess financial goals and状 analyze current financial situations.
• Recommend insurance, investment, and retirement solutions.
• Prepare and present financial plans and monitor client portfolios.
• Develop new client relationships through networking and referrals.
• Maintain documentation and stay informed about product offerings and regulations.

Skills

Financial Planning

Investments

Retirement Planning

Client Relationships

Communication

Sales & Presentation

Education

Bachelor's degree in Finance or related field

Job description

Sun Life Philippines is seeking a Financial Advisor in Manila to meet with clients, assess financial goals, and recommend insurance, investments, and retirement solutions. The role involves preparing financial plans, monitoring portfolios, and providing ongoing guidance to help clients stay on track with objectives.

Candidates should have strong communication skills, a client-focused mindset, and relevant licenses or willingness to obtain them.