Financial Consultant
BJP Property Management Service
Job Description
Benefits
Allowances
Meal Allowance, Transportation Allowance, Medical Reimbursement
Government Mandated Benefits
Employee Loan
Perks Benefits
Training Subsidy
Professional Development
Employee Assistance Program, Job Training, Mentorship Program, Professional Development
Work-Life Balance
Flexible Hours, Travel Concierge, Work from Home
Description
- Analyze financial data and provide insights to clients.
- Develop customized financial plans based on client goals.
- Guide on investment strategies, savings, and budgeting.
- Monitor client portfolios and suggest adjustments as needed.
- Stay updated on market trends and regulatory changes.
- Build and maintain strong client relationships.
Requirements
- Educational Qualifications: Bachelor’s degree in finance, business administration, or related field.
- Experience Level: 3-5 years of experience in financial consulting or related fields.
- Skills and Competencies: Strong skills in consultative, online, and fund sales; Securities Investment Advisory Certificate; Futures Professional Qualification Certificate; excellent networking and telemarketing abilities.
- Responsibilities and Duties: Provide financial advice, develop client relationships, conduct market analysis, and create tailored financial strategies.
- Working Conditions: Primarily office-based with occasional client meetings; flexible hours may be required.
- Qualities and Traits: People-oriented, proactive, excellent communicator, and strong problem-solving skills.
Bon Padernal
Unit Head AssociateBJP Property Management Service
Reply 0 Times Today
Working Location
7f, 2Quad Building. 8W74+H3V, Cardinal Rosales Ave, Cebu City, 6000 Cebu, Philippines
Posted on 19 May 2025
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Unfinanced / Angel
51-100 Employees
Real Estate & Property Management
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