Wealth Planner & Investment Advisor

MANULIFE PHIL Davao; Davao del Sur; On-site; PHP 334,800 - 558,000; Full time

Job summary

A financial services company is seeking a knowledgeable Financial Advisor in Davao del Sur. The role involves providing personalized financial advice and helping clients achieve their financial goals. Candidates should have a Bachelor’s degree in a relevant field, proven experience, and strong interpersonal skills. This position offers the opportunity to make a significant impact on clients' financial success while working in a dynamic environment.

Qualifications

• Proven experience as a Financial Advisor or in a similar financial services role.
• Experience in providing financial planning or investment advice.

Responsibilities

• Provide personalized financial advice to clients.
• Help clients plan and manage their financial goals.
• Recommend products that align with clients' needs.

Skills

In-depth knowledge of financial products

Strong understanding of tax planning

Strong communication skills

Client service and relationship management

Ability to analyze financial data

Education

Bachelor’s degree in Finance, Economics, Business

Tools

Financial analysis software

Microsoft Office Suite

Job description

A financial services company is seeking a knowledgeable Financial Advisor in Davao del Sur. The role involves providing personalized financial advice and helping clients achieve their financial goals. Candidates should have a Bachelor’s degree in a relevant field, proven experience, and strong interpersonal skills. This position offers the opportunity to make a significant impact on clients' financial success while working in a dynamic environment.