Investment Planner  

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

• 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