Personal Finance Coach & Advisor

AXA Philippines - Glendiesse Reyes; Mapandan; On-site; PHP 300,000 - 600,000; Full time

Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help clients understand, manage, and improve their financial well-being through budgeting, savings, investments, insurance, and retirement planning. You will create personalized plans and guide clients toward achieving short- and long-term goals.

The role emphasizes building strong client relationships, ongoing support, and staying informed about market trends and regulations to provide informed recommendations.

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.

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.

Job description

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help clients understand, manage, and improve their financial well-being through budgeting, savings, investments, insurance, and retirement planning. You will create personalized plans and guide clients toward achieving short- and long-term goals.

The role emphasizes building strong client relationships, ongoing support, and staying informed about market trends and regulations to provide informed recommendations.