Financial Advisor

Team Sandie Entrepreneurs

RM724-1.4K[Bulanan]
Di lokasi - Bandar QuezonTiada Pengalaman DiperlukanSarjana MudaKerja sambilan
Kongsi

Keterangan Kerja

Manfaat

  • Pengiktirafan dan Ganjaran Pekerja

    Komisyen, Bonus Prestasi, Insentif

  • Insurans Kesihatan & Kesejahteraan

    Insurans Hayat

  • Pembangunan Profesional

    Program Mentorship, Pembangunan Profesional

  • Keseimbangan Kerja-Kehidupan

    Waktu Fleksibel, Bekerja dari rumah

Baca Lebih Lanjut

We are seeking a knowledgeable and client-focused Financial Advisor to provide personalized financial guidance to our clients. The ideal candidate will analyze financial data, recommend strategies, and assist clients in achieving their long-term financial goals, such as retirement planning, investments, and wealth management.


Key Responsibilities:

  • Assess clients’ financial situation, goals, and risk tolerance
  • Develop customized financial plans and investment strategies
  • Recommend appropriate financial products and services
  • Monitor clients’ financial plans and adjust strategies as needed
  • Stay updated on market trends, financial laws, and regulatory changes
  • Build and maintain long-term client relationships
  • Maintain proper documentation and compliance with industry regulations

Bachelor's Degree in ANY course

Pengurusan Harta
Preview

Sandie Joy Asonto

Unit ManagerTeam Sandie Entrepreneurs

Tempat Bertugas

Unit 509 61 Timog Ave, Diliman, Quezon City, 1103 Metro Manila, Philippines, Condominium South Insula

Disiarkan pada 08 May 2025

Laporkan

Peringatan Keselamatan Bossjob

Jika jawatan memerlukan anda bekerja di luar negara, sila berhati-hati dan berhati-hati dengan penipuan.

Jika anda menemui majikan yang mempunyai tindakan berikut semasa pencarian kerja anda, sila laporkan segera

  • menahan ID anda,
  • menghendaki anda memberikan jaminan atau mengumpulkan sesuatu,
  • memaksa anda untuk melabur atau mengumpul dana,
  • mengumpul faedah haram,
  • atau situasi haram yang lain.