Life Planning Professionals | Alexandrite 2
Life Planning Professionals | Alexandrite 2

Financial Consultant | Assistant Unit Manager  

Life Planning Professionals | Alexandrite 2

  • Makati, Philippines
    19, 19, Tower 6789, 6789 Ayala Avenue, Makati, Metro Manila, Philippines, Makati, Metro Manila, Philippines
    Metro Manila
  • Full timeFULL_TIME

Expired a month ago

Job closed.

Job Description

  • Provide clients with life planning advice in the areas of investments, retirement, and other aspects of financial planning
  • Meet regularly with clients to assess and update their portfolios to ensure relevance to their financial goals
  • Cultivate long term relationships with clients by providing excellent service and continuous, relevant, and valuable life planning advice

Minimum Qualifications

  • Graduate of any 4-year course
  • Residing in greater Manila, Cavite or Bulacan
  • Excellent people skills
  • Strong entrepreneurial spirit

Perks and Benefits

  • FlexitimeFlexitime
  • Work from HomeWork from Home
  • Performance BonusPerformance Bonus
  • Medical / Health InsuranceMedical / Health Insurance
  • Life InsuranceLife Insurance


Exciting intetnational travels

Jobs Summary

Job Level
Associate / Supervisor
Job Category
Management and Consultancy
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
19, Tower 6789, 6789 Ayala Avenue, Makati, Metro Manila, Philippines
Financial Services
4 openings

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About Life Planning Professionals | Alexandrite 2

Pioneer and current market leader of unit-linked or investment-linked life insurance products, and is one of the first life insurance companies approved to market US dollar-denominated unit-linked policies in the country. Headquartered in the United Kingdom, it has an extensive network of life insurance and mutual funds operations around the world covering Europe, the United States (US), Africa, and 14 markets in Asia. Its regional office is based in Hong Kong, and has around 26 million insurance customers worldwide and manages £669 billion in assets as of 31 December 2017.

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