Wealth Advisor

Responsibilities

• Create customized financial plans and strategies to help clients meet their short-term and long-term objectives.
• Sell life insurance products and recruit potential teammates.

Qualifications

• Preferably a bachelor’s degree.
• Strong analytical, communication, and interpersonal skills. Ability to manage client relationships and provide clear financial advice.
• Residing in Metro Manila
• Experience in sales and marketing is a plus factor.