Strategic Financial Coach: Personal Wealth Planner

AXA Philippines - Glendiesse Reyes

San Fabian

On-site

PHP 300,000 - 600,000

Full time

5 days ago

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Job summary

AXA Philippines is seeking a Financial Coach (Financial Advisor) to help individuals and families understand, manage, and improve their financial well-being. You will guide budgeting, savings, insurance, retirement planning, and education funding to meet short-term and long-term goals.

This role emphasizes building strong client relationships, delivering tailored recommendations, staying updated on market trends, and supporting clients through major life events.

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.

Skills

Communication skills

Financial analysis

Client focus

Insurance knowledge

Time management

Job description

This role emphasizes building strong client relationships, delivering tailored recommendations, staying updated on market trends, and supporting clients through major life events.

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