Financial Advisor
BDO Unibank
Posted
4 weeks ago
Naga, Bicol Region
Onsite
PHP 30K
Full Time
Sema Summary
BDO Unibank is seeking a Financial Advisor to join their team in Naga, Bicol Area. The position involves advising clients on financial products, assessing their needs, and providing tailored solutions. A successful candidate will have experience in sales and a strong understanding of financial services. This is an on-site, full-time role with growth opportunities. Compensation is estimated at PHP 30,000 monthly.
About Company
BDO Unibank is a leading banking and financial services provider in the Philippines, committed to delivering exceptional customer service and innovative financial solutions.
Core Requirements
- Bachelor's degree in Finance or related field
- Experience in sales or customer service
- Strong communication skills
- Ability to assess client needs
- Knowledge of financial products
Responsibilities
- Advise clients on financial products
- Assess client needs for financial planning
- Develop personalized financial strategies
- Build and maintain client relationships
- Achieve sales targets and goals
- Stay updated on financial market trends
- Document client interactions and progress
Must Have skills
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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