Financial Consultant

Macasaet James Jasper Cetron (Team Kline)

急聘
RM1.4-2.7K[月薪]
混合办公 - 马卡蒂无需经验本科全职
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职位描述

福利待遇

  • 员工表彰与奖励

    提成, 奖励机制

  • 健康保险

    人寿保险, 健康维护组织

  • 其他

    企业社交活动, 办公室聚会

  • 额外福利

    公司设备, 开放式工作区, 退休计划

  • 职业发展

    工作培训, 导师计划, 职业发展

  • 工作生活两不误

    居家办公

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  • Provide expert financial consulting services to clients based on their unique needs and objectives.
  • Analyze client financial data to create personalized financial plans and investment strategies.
  • Build and maintain strong relationships with clients through consistent networking and follow-up.
  • Utilize consultative sales techniques to effectively present financial solutions to clients.
  • Stay updated on market trends and financial products to offer the best advice to clients.


Requirements

  • Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
  • Experience Level: 0–2 years
  • Skills and Competencies: Consultative Sales, Online Sales, Networking Skills, People Oriented
  • Qualities and Traits: Strong communication skills, Client-focused, Detail-oriented
  • Responsibilities and Duties: Willingness to learn and adapt in a dynamic financial environment


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James Macasaet

Junior Unit ManagerMacasaet James Jasper Cetron (Team Kline)

三天内活跃

工作地址

Century Spire Office

发布于 13 October 2025

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