Financial Advisor
Global One Life Insurance Agency
Job Description
Description
- Provide personalized financial advice to clients based on their goals and needs.
- Build and maintain strong client relationships through regular communication.
- Assist clients in retirement planning, educational funding, taxation, and estate planning.
- Stay updated on financial regulations and industry changes.
- Assist clients in managing their finances, develop personalized investment strategies, and monitor clients' financial health.
Requirements
- Educational Qualifications: Bachelor's degree in Finance, Business Administration, or a related field.
- Experience Level: 5-10 years of relevant experience in financial advising or wealth management.
- Skills and Competencies: Strong wealth management expertise, excellent interpersonal skills, willingness to undergo training, and a solid commitment to achieving client goals.
- Working Conditions: Office-based with occasional client meetings; may require flexible hours.
- Qualities and Traits: Highly motivated, detail-oriented, excellent communicator, and client-focused.
SUMICHI PASCUA
ASSISTANT UNIT MANAGERGlobal One Life Insurance Agency
Working Location
Bonifacio High Street. Taguig, Metro Manila, Philippines
Posted on 20 May 2025
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>1000 Employees
Insurance & Superannuation
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