On-site - Makati 1-3 Yrs Exp Bachelor Full-time

Job Description

Employee Recognition and Rewards

Equity Incentive Plan, Performance Bonus, Incentives

Insurance Health & Wellness

HMO

Description

• Conduct thorough financial analysis and assessments for clients to offer tailored advice.
• Develop and present detailed financial plans based on individual client goals.
• Monitor clients’ financial progress and adjust plans as necessary to ensure optimal outcomes.
• Assist clients in understanding financial products and services that meet their needs.
• Build and maintain strong relationships with clients through regular follow-ups and communication.

Requirements

• Educational Qualifications: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Experience Level: 1-3 years of relevant experience in f...