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
Balas Hari Ini 1 Kali
Tempat Bertugas
Bonifacio High Street. Taguig, Metro Manila, Philippines
Disiarkan pada 20 May 2025
Pekerjaan Serupa
Lihat selanjutnyaFinancial Advisor
E-Solutions IT Services₨132.7-159.3K[Bulanan]
Hibrid - Taguig1 - 3 Tahun PengalamanSarjana MudaSepenuh-masa
Nina Stephanie TanawitSenior Recruiter
Insurance Advisor - Metro Manila
Sun Life - Otto the Great Unit₨132.7-265.5K[Bulanan]
Hibrid - Taguig1 - 3 Tahun PengalamanSarjana MudaKerja sambilan
Kandi GuimanRecruiter
Financial AdvisorMustahak
Manulife Philippines Makati Office₨132.7-265.5K[Bulanan]
Hibrid - MakatiTiada Pengalaman DiperlukanSarjana MudaSepenuh-masa
Lorencio LimUnit Head
Financial Advisor
Pru Life Uk Philippines - Team Hannah₨106.2-212.4K[Bulanan]
Hibrid - MakatiTiada Pengalaman DiperlukanSarjana MudaKerja sambilan
Hannah Mae PadiosAssistant Unit Manager
Financial AdvisorMustahak
Financial Advisor @ Pru Life UK (Rey Correa)₨53.1-106.2K[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.
