Financial Advisor
RCBC
Posted
3 weeks ago
Makati, National Capital Region
Onsite
PHP 0
Full Time
Sema Summary
As a Financial Advisor at RCBC, you will be responsible for providing comprehensive financial and estate planning advice to clients. This role involves assessing clients' financial situations and developing tailored investment strategies to meet their needs. Excellent communication and sales skills are essential, and you should be knowledgeable about financial products and services. Located in Makati, this full-time position provides an exciting opportunity to work in a reputable financial institution.
About Company
RCBC is a prominent financial institution providing various banking and financial services, including investment and estate planning solutions.
Core Requirements
- Bachelor's degree in Finance or related field
- Strong knowledge of financial products
- Sales experience or aptitude
- Excellent communication skills
- Client relationship management skills
Responsibilities
- Analyze clients' financial situations
- Create tailored financial plans
- Identify investment opportunities
- Educate clients on financial products
- Follow up with clients regularly
- Maintain client confidentiality
- Provide ongoing support and advice
Must Have skills
Nice To Have Skills
Job Keywords
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