Wealth Management

₱20-30K[Monthly]
On-site - ValenzuelaFull-time1-3 Yrs ExpBachelor
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Job Description

Wealth ManagementWealth and Asset Management

Description

  • Conduct financial needs analysis to prospects or clients and generate proposals tailored fit to their financial goals.
  • Undergo periodic policy review with clients to address fund portfolio diversification and/or policy status.

Requirement

  • Unlimited Income Potential
  • Travel Incentives (Foreign & Domestic)
  • Bonuses (Quarterly & Yearly)
  • Work life balance (manage your own time
  • Team benefits
  • Recognition/Award
  • Quarterly promotion

Jaqueline Almazan

Recruitment ManagerABloom Management and Consultancy

Active this month

Working Location

Valenzuela, Valenzuela, Metro Manila, Philippines

Posted on 25 October 2024

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