Financial Advisor
Polytechnic University of the Philippines- Posted 4 months ago
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Job Description
Description:
A financial advisor provides guidance on the overall financial well-being of a client. They assess clients financial situations and goals, develop tailored financial plans, recommend suitable insurance products, and evaluate investment needs. Their aim is to help clients achieve lifetime financial security and live healthier lives.
Duties and Responsibilities:
Client Assessment and Planning Understand clients financial situations and create personalized financial plans Insurance and Investment Guidance Provide insurance and investment options that would address the clients needs Client Relationship Management Maintain strong relationships and ensure compliance with laws and regulations
Qualifications:
Must be at least 20 years old A graduate of any bachelors degree With excellent communication and interpersonal skills With excellent communication and interpersonal skills
Requirements:
Skills:
(Not indicated)
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