Financial Advisor

BJP Property Management Service

₦785.6-916.5K[Monthly]
On-site - Cebu3-5 Yrs ExpMasterFull-time
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Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Holiday Gifts, Incentives, Quarterly Gifts

  • Government Mandated Benefits

    13th Month Pay

  • Others

    Company Social Events

  • Perks Benefits

    Open Workspace, Parking Space, Retirement Plan

  • Professional Development

    Mentorship Program, Professional Development, Scholarship Program

  • Work-Life Balance

    Childcare, Flexible Hours, Work from Home

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  • Provide personalized financial advice to clients.
  • Analyze clients' financial status and goals.
  • Develop and implement investment strategies.
  • Monitor client portfolios and adjust as needed.
  • Educate clients on financial products and market trends.
  • Build and maintain lasting client relationships.
  • Stay updated on financial regulations and industry changes.
  • Educational Qualifications: A Master's degree in Finance, Economics, or a related field is required.
  • Experience Level: Applicants must have 3-5 years of relevant experience in financial advising or related roles.
  • Skills and Competencies: Strong interpersonal and communication skills, expertise in wealth management and valuation analysis are essential.
  • Working Conditions: Typically work in an office setting with potential client meetings.
  • Qualities and Traits: Must be detail-oriented, trustworthy, and possess strong analytical skills.
Interpersonal SkillsWealth ManagementValuation AnalysisCommunication Skills
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Bon Padernal

Unit Head AssociateBJP Property Management Service

High response rate

Working Location

7th Floor / Manulife Philippines Cebu Office, 2Quad Building

Posted on 02 July 2025

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