Financial Consultant
Location
quezon city, metro manila
Job Type
Full-time
Category
Consulting
Posted
June 25, 2026
Responsibilities
- Provide expert financial advice to clients based on their unique financial situations.
- Conduct thorough market research to identify potential investment opportunities.
- Assist clients in understanding financial products including investments, insurances, and future sales.
- Maintain long‑term relationships with clients and ensure ongoing client satisfaction.
- Stay updated on financial regulations and trends affecting clients' investments.
Requirements
- Educational Qualifications: Bachelors degree in Finance, Economics, or a related field.
- Experience Level: 2 years.
- Skills and Competencies: Strong interpersonal skills and people‑oriented mindset.
- Responsibilities and Duties: Ability to communicate complex information clearly to clients.
- Working Conditions: Office‑based with potential for remote meetings.
- Qualities and Traits: Detail‑...