Financial Advisor
Global One Life Insurance Agency
Job Description
Description
- 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.
Requirements
- 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.
PASCUA SUMICHI
ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency
Active within seven days
Working Location
Bonifacio High Street. Taguig, Metro Manila, Philippines
Posted on 20 May 2025
Explore similar jobs
View more similar jobsPHONE INTERVIEW: Earn up to 40k + HMO Day 1 + Retirement Plan|Financial Advis...
CitigroupHK$4.2-5.6K[Monthly]
Hybrid - Taguig1-3 Yrs ExpEdu not requiredFull-time
BossHR Manager
Financial Advisor
E-Solutions IT ServicesHK$3.5-6.3K[Monthly]
Hybrid - Taguig1-3 Yrs ExpBachelorFull-time
Peregrino Toty RossHR Officer
Insurance Advisor - Metro Manila
Sun Life - Otto the Great UnitHK$3.5-7K[Monthly]
Hybrid - Taguig1-3 Yrs ExpBachelorPart-time
Guiman KandiRecruiter
Personal Wealth Client Services Officer
Bank of the Philippine Islands (BPI)Negotiable
Hybrid - Makati3-5 Yrs ExpMasterFull-time
BossHR Manager
Financial Advisor
Pru Life Uk Philippines - Team HannahHK$2.8-5.6K[Monthly]
Hybrid - MakatiNo Exp RequiredBachelorPart-time
Padios Hannah MaeAssistant Unit Manager
Global One Life Insurance Agency
Unfinanced / Angel
>1000 Employees
Insurance & Superannuation
View jobs hiring
Sign In to Chat with Boss
Bossjob Safety Reminder
If the position requires you to work overseas, please be vigilant and beware of fraud.
If you encounter an employer who has the following actions during your job search, please report it immediately
- withholds your ID,
- requires you to provide a guarantee or collects property,
- forces you to invest or raise funds,
- collects illicit benefits,
- or other illegal situations.
