[ref. j18239018] Financial consultant - Parañaque

Job Description

Posted on 21 April 2025

• Build and maintain strong relationships with clients in both English and Mandarin language, offering personalized financial consulting services.
• Understand clients' financial needs, goals, and challenges, and provide actionable recommendations.
• Communicate financial concepts and strategies clearly in both languages, ensuring clients fully understand complex financial information. Analyze clients' financial status by reviewing financial statements, budgets, investment portfolios, and tax reports.
• Develop and implement financial plans that address clients' short-term and long-term financial goals.
• Provide strategic advice on investments, retirement planning, savings, debt management, and wealth-building strategies.
• Advise clients on suitable investment opportunities, including stocks, bonds, mutual funds, and other financial products.
• Tailor investment recommendations based on clients' risk tolerance, time horizon, and financial objectives.
• Monitor market trends and provide clients with regular updates on portfolio performance and necessary adjustments.
• Identify financial risks and recommend solutions to mitigate them, ensuring clients maintain secure financial portfolios.
• Advise clients on insurance products, tax implications, and legal structures that align with their financial needs.
• Ensure all financial practices comply with relevant regulations and industry standards in different regions.
• Use bilingual skills to provide financial consulting to clients across different regions, particularly those operating in multiple countries or regions.
• Navigate the regulatory and economic differences between markets, providing clients with tailored financial advice that considers both local and international financial environments.
• Prepare bilingual financial reports and presentations for clients, ensuring accuracy and cultural relevance in both languages.
• Prepare detailed financial reports, summaries, and forecasts in both Mandarin and English, presenting findings and recommendations clearly.
• Ensure all documentation and financial plans are accurately translated and adhere to both local and international accounting standards. Conduct research on market trends, economic conditions, and regulatory changes that impact clients' financial strategies.
• Stay updated on developments in both domestic and international markets to offer clients the most current and relevant financial advice. Conduct financial workshops and webinars in both languages to educate clients on personal finance, investment strategies, tax planning, and wealth management.
• Provide ongoing education to clients about financial tools, resources, and strategies to empower them to make informed decisions.

• Must be excellent in oral, writing and reading skills in English and Mandarin language.
• Strong financial analysis skills, with the ability to interpret complex financial data and create actionable financial plans.
• Proficiency in financial software (e.g., Excel, QuickBooks, financial modeling tools) and CRM systems.
• Strong knowledge of financial regulations, investment products, tax laws, and risk management strategies in both domestic and international contexts.
• Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in both languages to clients of varying financial knowledge.
• With or without experience in financial consulting, wealth management, or a similar financial advisory role.
• Experience working with clients in a bilingual or multicultural environment is a plus.

Work location

CITY OF PARAÑAQUE, NCR, FOURTH DISTRICT

Remarks

No additional remarks

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