Financial Advisor

FWD Insurance One Obsidian Branch

NT$10.6-18.5K[月薪]
混合办公 - 馬卡蒂無需經驗本科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    績效獎金, 獎勵機制

  • 健康保險

    健康維護組織

  • 職業發展

    工作培訓, 導師計畫

  • 工作生活兩不誤

    居家辦公

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簡介

  • Provide expert financial advice to clients on investments, protection, and retirement planning.
  • Analyze clients' financial situations to develop customized plans.
  • Monitor market trends and economic conditions to inform strategies.
  • Prepare and present financial reports and recommendations.
  • Build and maintain client relationships to ensure continued business.
  • Stay updated on financial regulations and compliance standards.

職位要求

  • Educational Qualifications: Bachelor's degree.
  • Experience Level: No prior experience required; entry-level candidates welcome.
  • Skills and Competencies: Strong analytical skills, attention to detail, and proficiency in financial software.
  • Responsibilities and Duties: Assist clients with financial planning, budgeting, and investment strategies.
  • Working Conditions: Office environment with potential remote work opportunities.
  • Qualities and Traits: Excellent communication skills, problem-solving abilities, and a proactive attitude.
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Preview

Shervin Peji

Senior Financial Wealth PlannerFWD Insurance One Obsidian Branch

今天活躍

工作地址

Pacific Star Bldg

發布於 15 August 2025

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FWD Insurance One Obsidian Branch

未融資

501-1000 人

保險

查看熱招工作

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