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Financial Adviser Full-time Job

2 weeks ago Financial Services Makati City   62 views
Job Details

Theideal candidate will deliver personalized investment solutions to help clientswork toward their long-term financial goals. They should be be comfortablecreating financial plans and cross checking work to ensure complete accuracy ofinformation. A good relationship building to client is a big plus factor.

 

Responsibilities

·             Talkingto clients to determine their expenses, income, insurance coverage, financialobjectives, risk tolerance, or other information needed to develop a financialplan.

·             Answeringclient questions about financial plans and strategies and giving financialadvice.

·             Advisingstrategies for clients in insurance coverage, investment planning, cashmanagement and other areas to help them reach financial objectives.

·             Reviewingclient accounts and plans on a regular basis to understand if life or economicchanges, situational concerns, or financial performance necessitate changes intheir plan.

·             Analyzingfinancial data received from clients to develop strategies for meeting clients'financial goals.

·             Preparingor interpreting financial document summaries, investment performance reportsand income projections for clients.

·             Implementingfinancial plans or referring clients to professionals who can help them.

·             Managingand updating client portfolios.

·             Contactingclients regularly to discover changes in their financial status.

·             Buildingand maintaining your client base.

 

Qualifications

·             Bachelordegree in any course

·             Undergraduatesare also welcome

·             Withor without experience in Sales

·             Strongunderstanding of the investment business

·             Excellentinterpersonal skills

 

Company Description
Manulife Philippines is a life insurance company in the Philippines and part of Manulife Financial Corporation, a Canadian life insurance company. In 2002, Manulife acquired the Philippines business of Metropolitan Life Insurance Company, an insurer based in the United States.