财务顾问
Sun Life of Canada Philippines Inc.
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
- 分析财务数据，以提供洞察和建议。
- 制定符合客户目标的财务计划。
- 协助客户制定投资策略和资产管理方案。
- 评估风险并提供风险管理解决方案。
- 保持对金融法规和市场趋势的更新。
- 建立并维护良好的客户关系。
- 教育资格：需要高中/中等高中毕业证书。
- 经验水平：优先考虑具有销售或金融服务相关经验者。
- 技能与能力：熟悉咨询式销售和在线销售、电话营销及期货销售；以人为本，具备较强的沟通能力。
- 职责与义务：为客户提供财务产品咨询，制定销售策略，并维护客户关系。
- 工作条件：主要在办公室工作，有潜在的远程工作选项和灵活的工作时间。
- 品质与特征：出色的人际交往能力，适应力强，有说服力，目标导向。
Arlene Superable
HR ManagerSun Life of Canada Philippines Inc.
Active today
Posted on 20 September 2025
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