Financial Advisor
Leading Edge Executive Talent Search Inc.
- Makati, Philippines23rd Floor, 139 Corporate Center, Makati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job closed.
Job Description
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
-
Answering client questions about financial plans and strategies and giving financial advice.
-
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Minimum Qualifications
- A college graduate of any course
- At least 6 months experience in an insurance or brokerage firm
- Good communications skill
- Pleasing Personality
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Office Address
- 23rd Floor, 139 Corporate Center, Makati, Metro Manila, Philippines
About Leading Edge Executive Talent Search Inc.
Recruitment Process Outsourcing (RPO) Group is a division of Leading Edge Executive Search, Inc. providing RPO and professional staffing services to local & multinational clients from various business sectors.
Our team comes with an expertise honed from being experienced staffing professionals and corporate recruiters -- working hard to deliver good matches to our clientele.