Financial AdvisorNeksJob Philippines

Description
Here is your opportunity to become a part of one of the fastest growing financial centers in Europe and Philippines. Our organization is looking for an established and experienced Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate will provide savings and protection solutions to help clients plan for all of life's circumstances, both expected and unexpected. If you're looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.
Financial Advisor Job Responsibilities:
- Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
- Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.
- Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.
- Profiles customers and deliver recommendations to ensure these needs are met.
- Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
- Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.
- Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
- Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
- Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
- Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.
- Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.
- Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Completes other related duties as assigned
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 2
Language(s): English
Availability for travel: No
Availability for change of residence: No

Tarlac, Central Luzon ·  Today, 12:54 PM
Work type
Full Time