Personal Finance Coach & Advisor

AXA Philippines - Glendiesse Reyes

Mangaldan

On-site

PHP 180,000 - 300,000

Full time

6 days ago

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Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help individuals and families understand and improve their financial well-being. You will assess clients, develop personalized plans, educate on products, and monitor progress while building lasting relationships.

The role emphasizes strong communication, goal-focused advice, and staying updated on market trends and regulations.

Qualifications

Strong communication and interpersonal skills.
Ability to analyze financial information and create tailored recommendations.
Goal-oriented and client-focused mindset.
Knowledge of financial planning, insurance, and investment products.
Relevant certifications or licenses may be required, depending on the organization and country.

Responsibilities

Assess clients' financial situations, goals, and risk tolerance.
Develop personalized financial plans and strategies.
Educate clients on financial concepts, products, and investment options.
Recommend suitable insurance, savings, and investment solutions.
Monitor clients' progress and review financial plans regularly.
Build and maintain strong client relationships through ongoing support.
Stay updated on financial market trends, regulations, and industry developments.
Assist clients in making informed financial decisions during major life events.