Strategic Financial Consultant

FWD Life Insurance Corporation; Taguig; On-site; PHP 334,800 - 558,000; Full time

Job summary

A leading financial services firm in Taguig is seeking a financial consultant to provide expert financial advice and tailor strategies for clients. Responsibilities include managing client portfolios, analyzing financial situations, and collaborating with team members to achieve sales targets. The ideal candidate holds a Bachelor’s degree and has 1-3 years of relevant experience, with strong analytical and communication skills.

Qualifications

• 1-3 years of experience in financial consulting or a related role.
• Ability to manage client portfolios and provide excellent customer service.

Responsibilities

• Provide expert financial advice to clients.
• Analyze clients' financial situations and tailor strategies.
• Build and maintain strong client relationships.
• Stay updated on industry trends.
• Collaborate with team members to achieve sales targets.

Skills

Financial analysis and consulting skills

Sales expertise

Strong analytical thinking

Excellent communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business, or a related field

Job description

A leading financial services firm in Taguig is seeking a financial consultant to provide expert financial advice and tailor strategies for clients. Responsibilities include managing client portfolios, analyzing financial situations, and collaborating with team members to achieve sales targets. The ideal candidate holds a Bachelor’s degree and has 1-3 years of relevant experience, with strong analytical and communication skills.