Financial Advisor | Luxembourg Unit

Sun Life - Cottonwood NBO

  • Makati, Philippines
    Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 2 months ago and deadline of application is on 28 Feb
Recruiter was hiring 9 hours ago

Financial Advisor | Luxembourg Unit

Sun Life - Cottonwood NBO

Job Description

  • Provides financial planning and support to clients in order to help clients achieve their financial goals.
  • Assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired.
  • All of this must be done with adherences to ethics, best practices, and pre-established financial plans.

Minimum Qualifications

  • Excellent communication, interpersonal and listening skills
  • The capability to explain complex information simply and clearly
  • The ability to network and establish relationships with clients
  • Research and analytical skills
  • Negotiation and influencing skills as well as determination and tenacity
  • The ability to work in a team
  • Time management skills
  • Customer service skills
  • Self-motivation and organisation
  • A good level of numeracy and IT skills
  • A target-driven mindset
  • A flexible approach to work
  • Decision-making skills
  • Discretion and an understanding of the need for client confidentiality
  • An ethical and professional approach to work.

Perks and Benefits

  • Flexitime Flexitime
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Performance Bonus Performance Bonus

Jobs Summary

Job level
Associate / Supervisor
Job category
Sales and Marketing
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Makati, Metro Manila, Philippines
10 openings

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About Sun Life - Cottonwood NBO

We are Sun Life Financial Philippines As a leading global financial services company based out of Canada, we offer a broad range of insurance and investment products and services to meet the diverse needs of both individual and corporate clients. We are the country’s oldest and largest insurance company and has been recognized by the Insurance Commission as the number 1 insurance company for the past 8 years. ( Our mission is Financial Freedom for Filipinos, by helping each achieve brighter and healthier life.