Financial Consultant
Keystone Lamps and Shades, Inc.
- Manila, Philippines, 624 Santol St. Sta. Mesa Manila Philippines, Manila, Metro Manila, Philippines, Manila, Metro Manila, PhilippinesManilaMetro ManilaPhilippinesPhilippines
- Part timePART_TIME
Expired 4 years ago
2020-03-30T07:16:04.851454+00:00Job closed.
Job Description
- Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
- Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
- Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
- Provides financial management information by preparing financial status analyses and reports.
- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
Minimum Qualifications
- At least 3 years’ technical/functional experience
- Analytical, objective, problem solver and keen on details
- Good arithmetical reasoning
- Able to relate with people across levels
- Computer literate in MS Word, Excel and Power Point
- Knowledgeable in Corporate Finance, Financial Diagnosis, Financial Operations, Financial Planning and Strategy and Financial Licenses
Jobs Summary
- Job Level
- Director / Executive
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Sometimes
- Office Address
- 624 Santol St. Sta. Mesa Manila Philippines, Manila, Metro Manila, Philippines
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About Keystone Lamps and Shades, Inc.
Keystone Lamps & Shades, Inc. is a Filipino lighting design company that specializes in custom-made decorative lighting fixtures.
Founded in 1976, keystone bears the signature of modern style and elegant design, gracing spaces with creations that capture class, beauty, and functionality.
Every handmade lamp is carefully created by skilled craftsmen using only the highest quality raw materials. This ensures lighting fixtures that stand time.
Keystone welcomes lighting customization, allowing clients to transform their concepts and designs into beautiful lighting fixtures. Lighting repair and furniture conversions are also offered by Keystone for clients who wish to restyle old lamp fixtures or convert furniture into functional lamp pieces.
Keystone currently has 6 branches in Metro Manila focused on catering to specific projects and clients nationwide.