Financial Advisor
Blaze Investments
職位描述
- Client Relationship Management:
- Build and maintain relationships with clients through regular meetings and communication.
- Understand clients' financial goals, risk tolerance, and current financial situation.
- Provide personalized financial advice and develop tailored financial plans.
- Bachelor’s degree in finance, economics, accounting, business, or a related field.
- Proven experience as a financial advisor, financial planner, or in a related financial services role.
- Experience in developing financial plans and managing investment portfolios.
- A track record of building and maintaining client relationships.
Marasigan Michael Oliver
CEO and FounderBlaze Investments
工作地址
22 Ilaya, 22 Ilaya, Alabang, Muntinlupa, 1770 Metro Manila, Philippines
發布於 19 July 2024
猜你想看
查看更多Bancassurance Financial Advisor for Pasay City
Eastwest Ageas InsuranceNT$7.9-13.1K[月薪]
现场办公 - 帕賽<1 年經驗專科全職
MABARES RODELSenior Sourcing Specialist
Financial Advisor
Life SaverzNT$7.9-15.7K[月薪]
现场办公 - 奎松市應屆畢業生/學生本科兼職
Saverz LifeUnit Head
Wealth Management (Php250,000)
J-K Network ServicesNT$78.6-131.1K[月薪]
现场办公 - 達義5 - 10 年經驗本科全職
Recruiter_Exec J-KRecruiter
Financial Advisor
MEC International Manpower Resources Inc.NT$13.1-52.4K[月薪]
现场办公 - 聖胡安無需經驗本科兼職
Ibañez KristineAccounting/Admin Staff
Financial Advisor
Sun Life of Canada Philippines Inc.NT$21-41.9K[月薪]
现场办公 - 帕賽無需經驗本科自由職業者
Superable ArleneHR Manager
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。
