兼职理财顾问（居家办公）
Sun Life PH (Royal Palm NBO) - King Leon Unit
Remote Details
Open Country：Philippines
Language Requirements：English
Job Description
- 根据客户的个人需求和目标，为其提供个性化的财务建议。
- 协助客户制定全面的财务规划，包括投资策略。
- 监控并分析客户的财务状况，并在必要时提出调整建议。
- 及时关注金融产品和市场趋势，以确保提供最佳建议。
- 通过定期沟通和跟进，维护稳固的客户关系。
任职要求
- 学历要求：金融、工商管理或相关专业本科及以上学历。
- 经验要求：2-5年财务咨询或相关领域工作经验。
- 技能与能力：具备较强的分析能力和财务规划软件使用知识。
- 素质及特质：优秀的沟通能力和人际交往能力。
- 工作条件：远程工作，工作时间灵活。
Ted Ysmael Roque
Unit ManagerSun Life PH (Royal Palm NBO) - King Leon Unit
Posted on 29 September 2025
Explore similar jobs
View more similar jobsFinancial AdvisorUrgent
Pru Life UK - Royals Branch - Vivora Umali Aycardo₱20-40K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
Vivora AycardoOwner
Financial Consultant and Associate Unit Manager
Royal Branch₱20-80K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
Mark Arvin GarciaHR Manager
Financial Advisor
Sun Life of Canada Philippines (Wren Unit)₱35-70K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
DIANA ANUPOLUNIT MANAGER
Remote / Part-time Financial AdvisorUrgent
Sun Life of Canada (Philippines) Inc. - Team Cathy₱10-50K[Monthly]
RemoteNo Exp RequiredBachelorPart-time
Ma. Cathrina PajenagoUnit Manager
Urgent: WFH Side Hustle! | Part-Time Financial Advisor
Gaces Insurance Services₱25-35K[Monthly]
RemoteNo Exp RequiredDiplomaPart-time
Jezreel Mae GacesAssistant Unit Manager
Sun Life PH (Royal Palm NBO) - King Leon Unit
Unfinanced / Angel
101-500 Employees
Insurance & Superannuation
View jobs hiring
Sign In to Chat with Boss
Bossjob Safety Reminder
If the position requires you to work overseas, please be vigilant and beware of fraud.
If you encounter an employer who has the following actions during your job search, please report it immediately
- withholds your ID,
- requires you to provide a guarantee or collects property,
- forces you to invest or raise funds,
- collects illicit benefits,
- or other illegal situations.
