Wealth Advisor

PDC insurance Agency Inc.; Makati; On-site; PHP 334,800 - 502,200; Full time

Job summary

A financial services firm in Makati is seeking a Financial Planner to provide personalized financial planning and investment strategies to clients. The role involves analyzing client portfolios, building client relationships, and ensuring compliance with financial regulations. Candidates should possess a Bachelor's degree in finance or business and have 1-3 years of experience. Strong consultative sales skills and excellent communication are essential.

Qualifications

• 1-3 years of work experience in any field.
• Strong consultative sales and online sales skills.
• Excellent communication, empathy, and a results-driven mindset.

Responsibilities

• Provide personalized financial planning and investment strategies.
• Analyze client portfolios for growth recommendations.
• Build and maintain client relationships through communication.

Skills

Consultative sales skills

Online sales skills

Excellent communication

Empathy

Results-driven mindset

Education

Bachelor’s degree in finance, business, or related field

Job description

Responsibilities

• Provide personalized financial planning and investment strategies to clients.
• Analyze client portfolios and make recommendations for growth.
• Build and maintain client relationships through regular communication.
• Stay updated on market trends and economic changes.
• Ensure compliance with financial regulations and best practices.

Qualifications and Other Details

• Educational Qualifications: Bachelor’s degree in finance, business, or related field.
• Experience Level: 1-3 years of work experience in any field
• Skills and Competencies: Strong consultative sales and online sales skills; highly people-oriented.
• Responsibilities and Duties: Provide tailored financial advice, manage client relationships, and drive sales.
• Working Conditions: Primarily office-based with occasional remote work options.
• Qualities and Traits: Excellent communication, empathy, and a results-driven mindset.