Job Description
On-site - Makati 1-3 Yrs Exp Bachelor Full-time
Job Description
Employee Recognition and Rewards
Equity Incentive Plan, Performance Bonus, Incentives
Insurance Health & Wellness
HMO
Description
- Conduct thorough financial analysis and assessments for clients to offer tailored advice.
- Develop and present detailed financial plans based on individual client goals.
- Monitor clients’ financial progress and adjust plans as necessary to ensure optimal outcomes.
- Assist clients in understanding financial products and services that meet their needs.
- Build and maintain strong relationships with clients through regular follow-ups and communication.
Requirements
- Educational Qualifications: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- Experience Level: 1-3 years of relevant experience in f...