Job Description:
- Help clients plan for their long-term and short-term financial goals
- Spend the day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy
- Comply with the company's rules and regulations
- Update clients of the status of their accounts
- Regularly update clients on market situation and recent economic development
Minimum Qualifications:
- Strong analytical and planning skills
- Good communication and presentation skills
- Excellent problem-solving skills
- Team player but able to work independently
- Passionate and strong determination to succeed
- Driven and committed to excellence
Other Benefits
- All expense paid local and international travels
- Cash and rewards incentives
- Awards and recognition
Required Skills
- Organizing and Planning
- Telephone Skills
- Presentation Skills
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 1
Availability for travel: No
Availability for change of residence: No
Other Info
Work type
Part Time
Submit profile
NeksJob Philippines
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NeksJob Philippines jobs
₱ 15,000.00 monthly · Batanes, Cagayan Valley · 14 September (updated)