Financial Advisor
Global One Life Insurance Agency
Keterangan Kerja
Penerangan
- Provide personalized financial advice to clients based on their goals and needs.
- Build and maintain strong client relationships through regular communication.
- Assist clients in retirement planning, educational funding, taxation, and estate planning.
- Stay updated on financial regulations and industry changes.
- Assist clients in managing their finances, develop personalized investment strategies, and monitor clients' financial health.
Syarat-syarat
- Educational Qualifications: Bachelor's degree in Finance, Business Administration, or a related field.
- Experience Level: 5-10 years of relevant experience in financial advising or wealth management.
- Skills and Competencies: Strong wealth management expertise, excellent interpersonal skills, willingness to undergo training, and a solid commitment to achieving client goals.
- Working Conditions: Office-based with occasional client meetings; may require flexible hours.
- Qualities and Traits: Highly motivated, detail-oriented, excellent communicator, and client-focused.
SUMICHI PASCUA
ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency
Aktif dalam masa tiga hari
Tempat Bertugas
Bonifacio High Street. Taguig, Metro Manila, Philippines
Disiarkan pada 20 May 2025
Pekerjaan Serupa
Lihat selanjutnyaFinancial Advisor
E-Solutions IT Services＄443-531[Bulanan]
Hibrid - Taguig1 - 3 Tahun PengalamanSarjana MudaSepenuh-masa
Nina Stephanie TanawitSenior Recruiter
Insurance Advisor - Metro Manila
Sun Life - Otto the Great Unit＄443-886[Bulanan]
Hibrid - Taguig1 - 3 Tahun PengalamanSarjana MudaKerja sambilan
Kandi GuimanRecruiter
Financial AdvisorMustahak
Manulife Philippines Makati Office＄443-886[Bulanan]
Hibrid - MakatiTiada Pengalaman DiperlukanSarjana MudaSepenuh-masa
Lorencio LimUnit Head
Financial Advisor
Pru Life Uk Philippines - Team Hannah＄354-708[Bulanan]
Hibrid - MakatiTiada Pengalaman DiperlukanSarjana MudaKerja sambilan
Hannah Mae PadiosAssistant Unit Manager
Financial AdvisorMustahak
Financial Advisor @ Pru Life UK (Rey Correa)＄177-354[Bulanan]
Hibrid - Pasig1 - 3 Tahun PengalamanSarjana MudaKerja sambilan
Reynaldo CorreaUnit Manager
Global One Life Insurance Agency
Tidak Dibiayai
>1000 Pekerja
Insurans
Lihat pengambilan kerja
Sertai Bossjob
Peringatan Keselamatan Bossjob
Jika jawatan memerlukan anda bekerja di luar negara, sila berhati-hati dan berhati-hati dengan penipuan.
Jika anda menemui majikan yang mempunyai tindakan berikut semasa pencarian kerja anda, sila laporkan segera
- menahan ID anda,
- menghendaki anda memberikan jaminan atau mengumpulkan sesuatu,
- memaksa anda untuk melabur atau mengumpul dana,
- mengumpul faedah haram,
- atau situasi haram yang lain.
