The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals in cultivating client relationships
• Prepare financial plans and check their accuracy
• Address clients' inquiries and concerns.

Requirements

• SSS Number
• TIN ID
• Valid ID
• Diploma

Qualifications

• Bachelor's degree (any course)
• Strong understanding of the investment business
• Excellent interpersonal skills
• Residing around Metro Manila or Near provinces
• Willing to be Trained
• Experience with Sales and Marketing is an advantage but not necessary.