Financial consultant
Manila
Job Description
Posted on 30 April 2025- Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients.
- Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances.
- Producing financial reports and communicating to clients what the figures mean.
- Meeting all regulatory requirements.
- Keeping up to date with the latest financial products and regulatory changes.
- Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth.
- Bachelor’s Degree in a relevant field like business or economics.
- Must have an excellent communication skills verbal or written, strong analytical and problem-solving.
- Skilled in using Microsoft Office and familiar with other applicable software tools.
- Highly organized, detail oriented, and able to multi-task effectively.
- Self-motivated, who automatically takes the initiative and has the drive and determination to meet objectives.
Work location
CITY OF MANILA, NCR, FIRST DISTRICT
Remarks
No additional remarks
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