Financial Advisor

Team Sandie Entrepreneurs

NT$5.2-10.5K[月薪]
现场办公 - 奎松市無需經驗本科兼職
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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, 獎勵機制

  • 健康保險

    人壽保險

  • 職業發展

    導師計畫, 職業發展

  • 工作生活兩不誤

    彈性時間, 居家辦公

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We are seeking a knowledgeable and client-focused Financial Advisor to provide personalized financial guidance to our clients. The ideal candidate will analyze financial data, recommend strategies, and assist clients in achieving their long-term financial goals, such as retirement planning, investments, and wealth management.


Key Responsibilities:

  • Assess clients’ financial situation, goals, and risk tolerance
  • Develop customized financial plans and investment strategies
  • Recommend appropriate financial products and services
  • Monitor clients’ financial plans and adjust strategies as needed
  • Stay updated on market trends, financial laws, and regulatory changes
  • Build and maintain long-term client relationships
  • Maintain proper documentation and compliance with industry regulations

Bachelor's Degree in ANY course

財富管理
Preview

Sandie Joy Asonto

Unit ManagerTeam Sandie Entrepreneurs

工作地址

Unit 509 61 Timog Ave, Diliman, Quezon City, 1103 Metro Manila, Philippines, Condominium South Insula

發布於 08 May 2025

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  • 或其他違法情形。