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Financial Advisor
AIA Philippines
Posted
yesterday

Makati, National Capital Region

Remote

PHP 30K

Mid Level

Part Time

Job Categories

Finance Consulting Sales Advisory Insurance

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Sema Summary

The Financial Advisor role at AIA Philippines involves guiding clients in making informed financial decisions. The advisor is responsible for identifying client needs and providing tailored solutions. Candidates should possess strong analytical and interpersonal skills suitable for a part-time, hybrid work environment in Makati. This role is aimed at those with mid-level experience in finance and insurance.

About Company

AIA Philippines is a leading insurance and financial services firm dedicated to helping individuals secure their financial future through a range of products and services.

Core Requirements

Bachelor's degree in finance or related field
Experience in financial services
Strong communication skills
Ability to analyze financial data
Client relationship management experience

Responsibilities

Assess client financial needs
Provide customized financial advice
Develop financial plans and strategies
Maintain client relationships
Monitor and report on investment performance
Stay updated on financial products
Facilitate client meetings and presentations

Must Have skills

Financial analysisCommunication skillsClient managementSales experienceProblem-solving

Nice To Have Skills

Leadership skillsNegotiation skillsMarket researchNetworkingTechnology proficiency

Tools Knowledge Requried

CRM softwareFinancial modeling toolsPresentation softwareSpreadsheet software

Job Keywords

financial planninginsuranceclient advisoryinvestment strategiesfinancial services

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