Location
, davao del sur, philippines
Job Type
Full-time
Posted
June 02, 2026
Job Description
Client Consultation
Meet with clients to assess their financial goals, risk tolerance, and current financial status.
Educate clients on financial products, investment strategies, and savings plans.
Financial Planning & Investment Management
Develop customized financial plans based on client needs.
Recommend and manage investment portfolios, retirement accounts, and insurance policies.
- Experience: 1-5 years in financial advising, wealth management, banking, or investment sectors (entry-level roles may accept fresh graduates with strong financial knowledge).
- Financial Analysis Skills: Ability to analyze financial data, market trends, and investment opportunities.
- Communication & Interpersonal Skills: Strong ability to explain complex financial concepts in simple terms.