Wealth Advisor — Remote & Flexible Schedule

Hawk's Vanguard - Manulife; Cebu City; Hybrid; PHP 360,000 - 600,000; Full time

Benefits offered by this job

Competitive pay

Bonus

Health insurance

Retirement plan

Training & development

Remote options

Work-life balance

Job summary

Hawk's Vanguard - Manulife Philippines is seeking a full-time Financial Advisor based in Central Visayas (Cebu City) to help clients achieve their financial goals by offering personalized advice and solutions across investments, insurance, and banking products.

You will develop client relationships, conduct financial assessments, stay abreast of industry trends, and collaborate with the team to deliver exceptional service while aiming to exceed sales targets.

Qualifications

• Experience in client-facing sales or financial services.
• Knowledge of financial products, investments, and risk management.
• Excellent communication and interpersonal skills.
• Customer-centric approach with a genuine passion for helping clients achieve their financial goals.
• Ability to work independently and as part of a team, with a strong focus on meeting and exceeding sales targets.
• Relevant qualifications or certifications in financial planning, wealth management, or a related field would be highly advantageous.

Responsibilities

• Develop strong relationships with clients to understand their unique financial needs and goals.
• Provide expert guidance on investments, insurance, and banking solutions.
• Conduct thorough financial assessments and offer customized recommendations to help clients make informed decisions.
• Maintain up-to-date product knowledge and stay informed on industry trends and regulations.
• Actively contribute to growth by generating new leads and exceeding sales targets.
• Collaborate with the broader team to ensure seamless client experiences and delivery of exceptional service.

Job description

Hawk's Vanguard - Manulife Philippines is seeking a full-time Financial Advisor based in Central Visayas (Cebu City) to help clients achieve their financial goals by offering personalized advice and solutions across investments, insurance, and banking products.

You will develop client relationships, conduct financial assessments, stay abreast of industry trends, and collaborate with the team to deliver exceptional service while aiming to exceed sales targets.