Financial Advisor

Philplans First Inc.

Mendesak
HK$2.8-5.5K[Bulanan]
Hibrid - Angeles<1 Tahun KedaluwarsaSMA/SMAPenuh waktu
Bagikan

Deskripsi Pekerjaan

Keuntungan

  • Penghargaan Karyawan

    Komisi, Insentif

  • Asuransi Kesehatan & Kesejahteraan

    Asuransi Jiwa, Organisasi perawatan kesehatan

Keterangan

  • Provide personalized financial advice to clients.
  • Develop and implement tailored investment strategies.
  • Assess client financial needs and goals.
  • Monitor market trends and portfolio performance.
  • Build and maintain strong client relationships.
  • Educate clients on various financial products and services.
  • Ensure compliance with financial regulations and ethical standards.


Persyaratan

  • Educational Qualifications: High School Diploma or Senior High School certificate.
  • Experience Level: Less than 1 year of relevant experience in financial advising or related fields.
  • Skills and Competencies: Excellent communication skills to effectively convey financial concepts.
  • Working Conditions: Office environment with potential for remote work; may involve client meetings.
  • Qualities and Traits: Strong interpersonal skills, detail-oriented, trustworthy, and proactive in problem-solving.
Kemampuan berkomunikasi
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Marimla Lovely

assistant branch managerPhilplans First Inc.

Aktif dalam tiga hari

Lokasi Kerja

216 2/F Nepo III bldg, Plaridel St. Angeles City

Diposting di 16 April 2025

Pekerjaan Serupa

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Asuransi & Pensiun

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Futura/ Nova Plan 20/ Memorial Fund-Plus

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  • menahan ID Anda,
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  • mengumpulkan keuntungan terlarang,
  • atau situasi ilegal lainnya.