Financial Advisor
Sunlife Financial Advisor - Almera U. Taneo
職位描述
福利待遇
員工表彰與獎勵
佣金, 績效獎金, 月度獎, 員工表彰計畫, 獎勵機制
額外福利
年度公司旅行, 退休計畫
職業發展
工作培訓
工作生活兩不誤
彈性時間
簡介
- Provide expert financial advice to clients on investment strategies.
- Analyze clients' financial situations and develop tailored plans.
- Conduct regular portfolio reviews and adjust strategies as needed.
- Stay updated on market trends and financial regulations.
- Build and maintain strong client relationships through exceptional service.
- Educational Qualifications: High/Senior High School diploma.
- Experience Level: No prior experience required; training provided.
- Skills and Competencies: Proficient in wealth management, excellent interpersonal and communication skills, sales acumen.
- Working Conditions: Office environment with potential client meetings; flexible hours.
- Qualities and Traits: Strong analytical thinker, driven, trustworthy, and client-focused.
Taneo Almera
Financial AdvisorSunlife Financial Advisor - Almera U. Taneo
活躍於三天內
工作地址
Makati
發布於 10 July 2025
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