Financial Advisor
BJP Property Management Service
NT$15.3-17.9K[月薪]
现场办公 - 宿務3 - 5 年經驗碩士全職
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職位描述
福利待遇
員工表彰與獎勵
佣金, 績效獎金, 節日禮物, 獎勵機制, 季度禮物
法定福利
13薪
其他
企業社交活動
額外福利
開放式工作區, 停車位, 退休計畫
職業發展
導師計畫, 職業發展, 獎學金計畫
工作生活兩不誤
托兒服務, 彈性時間, 居家辦公
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簡介
- Provide personalized financial advice to clients.
- Analyze clients' financial status and goals.
- Develop and implement investment strategies.
- Monitor client portfolios and adjust as needed.
- Educate clients on financial products and market trends.
- Build and maintain lasting client relationships.
- Stay updated on financial regulations and industry changes.
職位要求
- Educational Qualifications: A Master's degree in Finance, Economics, or a related field is required.
- Experience Level: Applicants must have 3-5 years of relevant experience in financial advising or related roles.
- Skills and Competencies: Strong interpersonal and communication skills, expertise in wealth management and valuation analysis are essential.
- Working Conditions: Typically work in an office setting with potential client meetings.
- Qualities and Traits: Must be detail-oriented, trustworthy, and possess strong analytical skills.
人際溝通能力財富管理估值分析溝通技巧
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Bon Padernal
Unit Head AssociateBJP Property Management Service
今天活躍
工作地址
7th Floor / Manulife Philippines Cebu Office, 2Quad Building
發布於 02 July 2025
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Bossjob安全提醒
若該職位需要您出國工作，請提高警惕，並小心詐騙。
如果您在求職過程中遇到雇主有以下行為， 請立即檢舉
- 扣留您的身分證件，
- 要求您提供擔保或收取財產，
- 迫使您投資或籌集資金，
- 收取非法利益，
- 或其他違法情形。
