Financial Advisor
Blaze Investments
職位描述
簡介
- Client Relationship Management:
- Build and maintain relationships with clients through regular meetings and communication.
- Understand clients' financial goals, risk tolerance, and current financial situation.
- Provide personalized financial advice and develop tailored financial plans.
職位要求
- Bachelor’s degree in finance, economics, accounting, business, or a related field.
- Proven experience as a financial advisor, financial planner, or in a related financial services role.
- Experience in developing financial plans and managing investment portfolios.
- A track record of building and maintaining client relationships.
Marasigan Michael Oliver
CEO and FounderBlaze Investments
活躍於七天內
工作地址
22 Ilaya, 22 Ilaya, Alabang, Muntinlupa, 1770 Metro Manila, Philippines
發布於 19 July 2024
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