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Description
Duties/Responsibilities:
Scheduling meetings with clients to discuss their financial needs and goals.
Collecting pertinent client information to provide investment options that align with clients' financial situations.
Monitoring market conditions to determine how various changes may impact taxes and client investments.
Advising clients on how to apply for mortgages and loans.
Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
Cold-calling potential clients to inform them of the various financial products and services on offer.
Suggesting viable solutions to improve clients' financial statuses.
Developing in-depth knowledge of our financial products to advise clients accordingly.
Why pick us?
Competitive Salary
Exciting Performance Bonuses & Account Specific Allowances
Career Advancement Opportunities
Promote Within the Company
Comprehensive Healthcare Benefits
Qualifications
Qualifications/Requirements:
Strictly B2 and up
18 Years of age and above
Filipino Citizen
Preferably a collega graduate of any course
Willing to start immediately
Willing to work on site in Ayala Makati
Above average Communication skills