Investment Planner
Alexandrite 2 | Millennial Financial Advocates
- Makati, Philippines6789 Ayala Avenue, Makati, Metro Manila, Philippines, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- Bán thời gianPART_TIME
Công việc đã đóng.
Miêu Tả Về Công Việc
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
Trình độ tối thiểu
- 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
Đặc quyền và lợi ích
- Flexitime
- Work from Home
- Retirement Benefit Plans
- Life Insurance
- Medical / Health Insurance
- Free Lunch or Snacks
- Performance Bonus
Tóm tắt công việc
- Trình Độ Công Việc
- Mới Tốt Nghiệp/ Trình Độ Tập Sự
- Ngành Nghề
- Sales and Marketing
- Yêu cầu học vấn
- Tốt nghiệp Cử nhân
- Nhà tuyển dụng trả lời hồ sơ
- Often
- Địa chỉ văn phòng
- 6789 Ayala Avenue, Makati, Metro Manila, Philippines
- Ngành nghề
- Financial Services
- Vị trí đang tuyển
- 2 vị trí tuyển dụng mới
Về Alexandrite 2 | Millennial Financial Advocates
Member of Alexandrite 2, the Top District of the leading Financial Services Industry in the country, that recognizes the contribution of the Millennial Generation in shaping the financial landscape of the Philippines.
We pride ourselves with young, fun and enthusiastic individuals who are equipped with mentorship from seasoned Financial Advisers and Achievers.