Executive Financial Advisor
AXA Philippines | Wonderful World 2
San Juan, Metro Manila, Philippines
2d ago
source : Kalibrr, Inc.

Job Description

  • Talking to clients to determine their habits, expenses, income, financial objectives, and other information vital to developing a financial plan and strategies.
  • This includes answering all relevant questions they may have

  • Providing clients with specialist advice on practices to help them reach their financial objectives.
  • Researching marketplace and recommending the most appropriate financial product or service available to the client.
  • Preparing and interpreting financial documents, investment performance reports, as well as income projections to clients.
  • Implementing financial plans chosen by client.
  • Providing periodic updates on the performance of investment portfolios.
  • Building and managing a client database.
  • Meeting team’s KPIs.
  • Minimum Qualifications

  • Preferably a degree in finance, business management, marketing, or any related field, but open to all graduates of any field of study.
  • Have a track record of professional success.
  • Self-motivated, highly driven and have an entrepreneurial personality.
  • Have an ability to think critically and use sound judgment when serving clients.
  • Have the ability to explain complex information simply and clearly.
  • Strong research and analytical skills
  • Strong communication, negotiation, and presentation skills.
  • Proficient in using computers for various tasks.
  • Apply
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