Sign In to Unlock Exclusive Jobs!
Explore unique opportunities and apply instantly!
Financial Advisor
Global One Life Insurance Agency
Дин176.4-352.8K[Monthly]
Hybrid - Taguig5-10 Yrs ExpBachelorFull-time
Share
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.
Wealth ManagementInterpersonal SkillsWilling to be TrainedCommitment to Goals
Preview
SUMICHI PASCUA
ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency
Active within three days
Working Location
Bonifacio High Street. Taguig, Metro Manila, Philippines
Posted on 20 May 2025
Explore similar jobs
View more similar jobsFinancial Advisor
E-Solutions IT ServicesДин44.1-52.9K[Monthly]
Hybrid - Taguig1-3 Yrs ExpBachelorFull-time
Nina Stephanie TanawitSenior Recruiter
Insurance Advisor - Metro Manila
Sun Life - Otto the Great UnitДин44.1-88.2K[Monthly]
Hybrid - Taguig1-3 Yrs ExpBachelorPart-time
Kandi GuimanRecruiter
Financial AdvisorUrgent
Manulife Philippines Makati OfficeДин44.1-88.2K[Monthly]
Hybrid - MakatiNo Exp RequiredBachelorFull-time
Lorencio LimUnit Head
Financial Advisor
Pru Life Uk Philippines - Team HannahДин35.3-70.6K[Monthly]
Hybrid - MakatiNo Exp RequiredBachelorPart-time
Hannah Mae PadiosAssistant Unit Manager
Financial AdvisorUrgent
Financial Advisor @ Pru Life UK (Rey Correa)Дин17.6-35.3K[Monthly]
Hybrid - Pasig1-3 Yrs ExpBachelorPart-time
Reynaldo CorreaUnit Manager
Global One Life Insurance Agency
Unfinanced / Angel
>1000 Employees
Insurance & Superannuation
View jobs hiring
Sign In to Chat with Boss
Report this job
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.