Investment Planner
Alexandrite 2 | Millennial Financial Advocates
- Makati, Philippines6789 Ayala Avenue, Makati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Part timePART_TIME
Expired 5 years ago
2019-04-20T16:16:02.053015+00:00Job closed.
Job Description
As more Filipinos are being aware of the different investment portfolio and financial instruments, our company seeks to grow more people who would help people decide as to which would suit them best.
An investment planner is required to:
- Properly do fact-finding on a prospect in order to identify his needs and goals
- WIsely recommend/create personalized investment programs depending on the client's preference and target
- Diligently attend training and meetings recognizing that knowledge is the foundation of the business
Minimum Qualifications
- Strong analytical and planning skills;
- Good communication and presentation skills;
- Excellent problem-solving skills;
- WIlling to be trained and mentored by the industry's best
- A team player and fun to work with
- Passport holder as incentives include all-expense paid international travels
Perks and Benefits
Flexitime
Work from Home
Retirement Benefit Plans
Life Insurance
Medical / Health Insurance
Free Lunch or Snacks
Performance Bonus
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Often
- Office Address
- 6789 Ayala Avenue, Makati, Metro Manila, Philippines
- Industry
- Financial Services
- Vacancy
- 2 openings
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About Alexandrite 2 | Millennial Financial Advocates
Member of Alexandrite 2, the Top District of the leading Financial Services Industry in the country, that recognizes the contribution of the Millennial Generation in shaping the financial landscape of the Philippines.
We pride ourselves with young, fun and enthusiastic individuals who are equipped with mentorship from seasoned Financial Advisers and Achievers.