Financial Advisor

Sunlife Financial Advisor - Almera U. Taneo

RM2.6-4.1K[月薪]
混合办公 - 马卡蒂无需经验高中兼职
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职位描述

福利待遇

  • 员工表彰与奖励

    提成, 业绩加成, 月度奖, 员工表彰计划, 奖励机制

  • 额外福利

    年度公司旅行, 退休计划

  • 职业发展

    工作培训

  • 工作生活两不误

    弹性时间

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职位描述

  • Provide expert financial advice to clients on investment strategies.
  • Analyze clients' financial situations and develop tailored plans.
  • Conduct regular portfolio reviews and adjust strategies as needed.
  • Stay updated on market trends and financial regulations.
  • Build and maintain strong client relationships through exceptional service.

职位要求

  • Educational Qualifications: High/Senior High School diploma.
  • Experience Level: No prior experience required; training provided.
  • Skills and Competencies: Proficient in wealth management, excellent interpersonal and communication skills, sales acumen.
  • Working Conditions: Office environment with potential client meetings; flexible hours.
  • Qualities and Traits: Strong analytical thinker, driven, trustworthy, and client-focused.
财富管理人际交往能力沟通技能sales
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Almera Taneo

Financial AdvisorSunlife Financial Advisor - Almera U. Taneo

七天内活跃

工作地址

Makati

发布于 10 July 2025

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Sunlife Financial Advisor - Almera U. Taneo

未融资

501-1000人

保险

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