Company Description

Welcome to D11, a collective of exceptional Financial Wealth Planners and Managers. Our mission is simple yet powerful: to multiply our impact and extend our reach, helping individuals build worry-free and hope-filled lives. We are dedicated to financial empowerment and creating a brighter future for our clients. Join us on this journey to make a meaningful difference in people's lives.

Role Description

This is a full-time on-site role for a Wealth Management Advisor, located in Bonifacio Global City. The Wealth Management Advisor will be responsible for providing financial planning, retirement planning, and investment advice to clients. They will develop customized wealth management strategies and help clients achieve their financial goals. Daily tasks include client consultations, investment portfolio management, and continuous monitoring of financial markets to provide informed recommendations.

Qualifications

• Willing to be trained and a Team player
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work on-site in BGC, if needed.
• Must have Telegram and Zoom app for meetings and team update.
• Bachelor's degree in any field.
• Fresh Graduates are welcome to apply.
• Working students are also welcome to apply.
• Part-Time is also welcome.
• No need for sales background. We have an excellent Trainors to know about the products and services.
• Must have passports or willing to get a passport for travels abroad.