• Provide financial planning and advisory services to clients in Tagaytay, Mendez, and Cavite.
• Assess clients' financial needs and goals to offer tailored investment solutions.
• Maintain and grow client relationships through regular communication and follow-ups.
• Stay updated on market trends and financial products to provide informed advice.
• Participate in ongoing training and development programs to enhance financial knowledge.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field preferred.
• Experience Level: 0–2 years (No experience required, training will be provided).
• Skills and Competencies: Strong interpersonal skills and people-oriented.
• Qualities and Traits: Coachable and trainable with a willingness to learn.
• Working Conditions: Ability to work under pressure and manage time effectively.