A1M Consulting Ltd Financial Advisors / Consultants (Part-time/Full-time)

Financial Advisors / Consultants (Part-time/Full-time)

₱15-30K[Monthly]

UrgentHybrid - MakatiPart-time<1 Yr ExpDiploma

Job Description

Strong Work EthicTeamworkPresentationAnalytical SkillsAfter-Sales ManagementCustomer ManagementWritten and Verbal Communication SkillsOrganizational SkillsInterpersonal SkillsMS Office

Description

Focus on helping clients assess their current financial situations and prepare for the future.
To educate and guide clients towards a profitable and secure financial decision using various financial products and services.
Meeting with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
Financial advisors may have the opportunity to travel to different cities or countries for work, depending on the types of clients and their business models. Can also attend conferences and networking events to secure more clients and also learn from workshops about financial advisory.

Requirements

Knowledge of financial options, including investments, loans, savings account, protection for health needs, wealth management, educational needs, and retirement.
Ability to assess client’s overall financial picture, understand their needs and develop a solid financial plan.
Proficiency with word processing, spreadsheet, and managing a database.
Communication abilities, including writing, speaking and active listening.
Teachable for sales presentation and customer service skills.
Good discipline on organization and time management.

JP Jimenez

A1M Consulting LtdFounder

Active just now

Working Location

NEX Tower, 6786 Ayala Ave, Legazpi Village, Makati, 1229 Metro Manila, Philippines, NEX Tower,NEX Tower, 6786 Ayala Ave, Legazpi Village, Makati, 1229 Metro Manila, Philippines,Makati,Philippines