Financial Advisor

Sunlife Financial Advisor - Almera U. Taneo

NT$18-28.3K[月薪]
混合办公 - 馬卡蒂無需經驗高中兼職
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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, 月度獎, 員工表彰計畫, 獎勵機制

  • 額外福利

    年度公司旅行, 退休計畫

  • 職業發展

    工作培訓

  • 工作生活兩不誤

    彈性時間

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簡介

  • Provide expert financial advice to clients on investment strategies.
  • Analyze clients' financial situations and develop tailored plans.
  • Conduct regular portfolio reviews and adjust strategies as needed.
  • Stay updated on market trends and financial regulations.
  • Build and maintain strong client relationships through exceptional service.

職位要求

  • Educational Qualifications: High/Senior High School diploma.
  • Experience Level: No prior experience required; training provided.
  • Skills and Competencies: Proficient in wealth management, excellent interpersonal and communication skills, sales acumen.
  • Working Conditions: Office environment with potential client meetings; flexible hours.
  • Qualities and Traits: Strong analytical thinker, driven, trustworthy, and client-focused.
財富管理人際溝通能力溝通技巧sales
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Taneo Almera

Financial AdvisorSunlife Financial Advisor - Almera U. Taneo

活躍於七天內

工作地址

Makati

發布於 10 July 2025

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Sunlife Financial Advisor - Almera U. Taneo

未融資

501-1000 人

保險

查看熱招工作

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