Financial Advisor

Philplans First Inc.

Mustahak
NT$10.3-20.6K[Bulanan]
Hibrid - Angeles<1 Thn PengalamanSekolah MenengahSepenuh-masa
Kongsi

Keterangan Kerja

Manfaat

  • Pengiktirafan dan Ganjaran Pekerja

    Komisyen, Insentif

  • Insurans Kesihatan & Kesejahteraan

    Insurans Hayat, HMO

Penerangan

  • Provide personalized financial advice to clients.
  • Develop and implement tailored investment strategies.
  • Assess client financial needs and goals.
  • Monitor market trends and portfolio performance.
  • Build and maintain strong client relationships.
  • Educate clients on various financial products and services.
  • Ensure compliance with financial regulations and ethical standards.


Syarat-syarat

  • Educational Qualifications: High School Diploma or Senior High School certificate.
  • Experience Level: Less than 1 year of relevant experience in financial advising or related fields.
  • Skills and Competencies: Excellent communication skills to effectively convey financial concepts.
  • Working Conditions: Office environment with potential for remote work; may involve client meetings.
  • Qualities and Traits: Strong interpersonal skills, detail-oriented, trustworthy, and proactive in problem-solving.
Kemahiran Berkomunikasi
Preview

Marimla Lovely

assistant branch managerPhilplans First Inc.

Aktif dalam masa tujuh hari

Tempat Bertugas

216 2/F Nepo III bldg, Plaridel St. Angeles City

Disiarkan pada 16 April 2025

Pekerjaan Serupa

Lihat selanjutnya

Philplans First Inc.

Lain-lain

<50 Pekerja

Insurans

img
Futura/ Nova Plan 20/ Memorial Fund-Plus

Lihat pengambilan kerja

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