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Financial Consultant

Company

Macasaet James Jasper Cetron (Team Kline)

Location

makati, Philippines

Type

Full-time

  • Provide expert financial consulting services to clients based on their unique needs and objectives.
  • Analyze client financial data to create personalized financial plans and investment strategies.
  • Build and maintain strong relationships with clients through consistent networking and follow-up.
  • Utilize consultative sales techniques to effectively present financial solutions to clients.
  • Stay updated on market trends and financial products to offer the best advice to clients.

Requirements

  • Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
  • Experience Level: 0–2 years
  • Skills and Competencies: Consultative Sales, Online Sales, Networking Skills, People Oriented
  • Qualities and Traits: Strong communication skills, Client-focused, Detail-oriented
  • Responsibilities and Duties...

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