💼 Full-Time Position

Financial Consultant

🏢
Macasaet James Jasper Cetron (Team Kline)
📍 makati, metro manila, Philippines
📍
Location
makati, Philippines
📅
Posted
June 14, 2026
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

  • 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...