理財顧問
Sun Life of Canada Philippines (Wren Unit)
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Benefits
Insurance Health & Wellness
Health Insurance, Life Insurance
Perks Benefits
401k Matching/Retirement Savings
Professional Development
Career Development
- 協助客戶了解其財務目標並制定個人化的財務規劃。
- 提供投資策略、退休規劃及風險管理建議。
- 監控客戶的財務狀況並根據需要調整其財務規劃。
- 向客戶說明金融產品與服務，協助其做出明智的決策。
- 透過定期溝通與後續跟進，與客戶建立並維持穩固的關係。
職位要求
- 學歷要求：財務、經濟或相關領域文憑。
- 經驗程度：0–2年（入門級職位）。
- 技能與能力：具備優秀的分析與問題解決能力。
- 個人特質：優秀的溝通與人際互動技巧。
ANUPOL DIANA
UNIT MANAGERSun Life of Canada Philippines (Wren Unit)
Active within three days
Posted on 14 October 2025
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