Description
Understand clients' financial needs and develop a solid financial plan
Manage and regularly update clients' portfolios
Assist in the development plans for the company
Guiding clients towards a profitable and secure financial decision
Provide strategic advice across a variety of financial products and services
Requirements
Minimum education level: Bachelor ́s Degree
Knowledge: Communication and persuasion, Leadership, Goal-oriented, Sales
Availability for travel: No
Availability for change of residence: No
Understand clients' financial needs and develop a solid financial plan
Manage and regularly update clients' portfolios
Assist in the development plans for the company
Guiding clients towards a profitable and secure financial decision
Provide strategic advice across a variety of financial products and services
Requirements
Minimum education level: Bachelor ́s Degree
Knowledge: Communication and persuasion, Leadership, Goal-oriented, Sales
Availability for travel: No
Availability for change of residence: No
Other Info
Davao del Sur, Davao Region · Today, 04:53 PM
Work type
Full Time
Work type
Full Time
Submit profile
Dela Victoria Financials - Philam Life
About the company
Dela Victoria Financials - Philam Life jobs
Davao del Sur, Davao Region · Today, 04:53 PM
Position Financial Advisor recruited by the company Dela Victoria Financials - Philam Life at Davao, Joboko automatically collects the salary of Apply, finds more jobs on Financial Advisor or Dela Victoria Financials - Philam Life company in the links above
About the company
Dela Victoria Financials - Philam Life jobs
Davao del Sur, Davao Region · Today, 04:53 PM