Financial Advisor

Company Description

Manulife Philippines is a leading life insurance and investment company in the Philippines, a subsidiary of the Canadian company Manulife Financial Corporation.It offers a wide range of financial products, including life insurance, health insurance, and various investment and savings plans, and has operated in the country since 1907.

Role Description

This is a full-time / part-time hybrid role for a Financial Advisor based in Makati, with the flexibility to work from home as needed. As a Financial Advisor, you will be responsible for providing financial planning, investment strategies, and retirement planning services tailored to clients specific needs. You will build and maintain client relationships, analyze financial objectives, and offer advice to help clients make sound financial decisions. Additional responsibilities may include identifying new business opportunities and staying informed about market conditions and financial products.

Qualifications

• Expertise in Financial Planning, Retirement Planning, and Investments or willing to learn
• Proficiency in Finance and understanding of Financial Advisory practices or willing to learn
• Strong interpersonal and communication skills to build and maintain client relationships
• Ability to analyze financial markets and create tailored solutions for client objectives
• Experience in client-focused roles is highly preferred
• Ability to work both independently and collaboratively in a hybrid work environment
• Fresh graduates and career shifters are welcome to apply