理財顧問
Sun Life of Canada Philippines (Wren Unit)
Remote Details
Open Country：Philippines
Language Requirements：Filipino
Job Description
Benefits
Insurance Health & Wellness
Health Insurance, Life Insurance
Perks Benefits
401k Matching/Retirement Savings
Professional Development
Career Development
- 為客戶提供財務規劃與投資建議。
- 分析客戶的財務狀況，並建議策略以實現其財務目標。
- 與客戶及潛在客戶建立及維護良好關係。
- 持續關注市場趨勢及影響金融服務之法規變動。
- 協助客戶理解複雜的金融產品與服務。
要求
- 學歷要求：金融、企業管理或相關領域之學士學位。
- 經驗要求：具備0–2年金融服務相關職務經驗者佳。
- 技能與能力：財富管理、人際溝通及表達能力。
- 品質與特質：具備優秀的分析思維及問題解決能力。
- 職責與義務：能有效管理多項任務與專案。
- 工作環境：辦公室環境，工作時間具彈性。
ANUPOL DIANA
UNIT MANAGERSun Life of Canada Philippines (Wren Unit)
Active today
Posted on 06 October 2025
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DIANA ANUPOLUNIT MANAGER
Sun Life of Canada Philippines (Wren Unit)
Other
>1000 Employees
Insurance & Superannuation
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