Financial Consultant

BJP Property Management Service

NT$38.6-41.2K[月薪]
现场办公 - 宿務3 - 5 年經驗本科全職
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職位描述

福利待遇

  • 津貼

    餐補, 交通補貼, 醫療報銷

  • 法定福利

    員工貸款

  • 額外福利

    培訓補貼

  • 職業發展

    員工援助計畫, 工作培訓, 導師計畫, 職業發展

  • 工作生活兩不誤

    彈性時間, 旅行管家, 居家辦公

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簡介

  • Analyze financial data and provide insights to clients.
  • Develop customized financial plans based on client goals.
  • Guide on investment strategies, savings, and budgeting.
  • Monitor client portfolios and suggest adjustments as needed.
  • Stay updated on market trends and regulatory changes.
  • Build and maintain strong client relationships.

職位要求

  • Educational Qualifications: Bachelor’s degree in finance, business administration, or related field.
  • Experience Level: 3-5 years of experience in financial consulting or related fields.
  • Skills and Competencies: Strong skills in consultative, online, and fund sales; Securities Investment Advisory Certificate; Futures Professional Qualification Certificate; excellent networking and telemarketing abilities.
  • Responsibilities and Duties: Provide financial advice, develop client relationships, conduct market analysis, and create tailored financial strategies.
  • Working Conditions: Primarily office-based with occasional client meetings; flexible hours may be required.
  • Qualities and Traits: People-oriented, proactive, excellent communicator, and strong problem-solving skills.
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Bon Padernal

Unit Head AssociateBJP Property Management Service

今天回覆 5 次

工作地址

7f, 2Quad Building. 8W74+H3V, Cardinal Rosales Ave, Cebu City, 6000 Cebu, Philippines

發布於 19 May 2025

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BJP Property Management Service

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51-100 人

房地產及物業管理

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