Company Description
Manulife Financial Corporation, headquartered in Toronto, Canada, is a premier international financial services provider operating across 25 markets globally. Serving over 37 million customers, Manulife offers financial advice, insurance, health solutions, and global investment services for individuals, groups, and businesses through its Manulife Wealth & Asset Management division. In the Philippines, the company is committed to empowering its clients to make financially secure decisions. With a strong presence and dedicated professionals worldwide, Manulife is listed on prominent stock exchanges including Toronto, New York, the Philippines, and Hong Kong. To learn more, visit manulife.com.
Role Description
As a Financial Advisor at Manulife Philippines, you will provide clients with tailored financial advice to help them achieve their financial goals. Core responsibilities include conducting financial needs analyses, offering solutions for insurance, savings, investments, and retirement planning, and maintaining strong client relationships through regular reviews and updates. This is a full-time hybrid role based in Cebu, with opportunities to work both remotely and in-person. You will also participate in professional development programs and stay updated on financial products and market trends.
Qualifications
- Strong expertise in Financial Planning, Retirement Planning, and developing personalized financial strategies
- Knowledge of Finance, Investments, and wealth management solutions
- Experience in Financial Advisory and guiding clients through complex financial decision-making
- Excellent interpersonal, communication, and presentation skills
- Proficient in market analysis and understanding financial regulations
- Bachelor's degree in Finance, Economics, Business Administration, or a related field
- Relevant certifications (e.g., Certified Financial Planner, Chartered Financial Analyst) are an advantage
- Proficiency in using financial planning tools and software
