Location
palawan
Job Type
Full-time
Posted
June 26, 2026
Job Description
- Client Relationship Management: Establish and maintain strong, long-term relationships with clients. Understand their financial goals, risk tolerance, and current financial situation.
- Financial Planning & Advice: Develop personalized financial plans and investment strategies that align with client objectives. Advise clients on a range of financial matters, including retirement, estate planning, tax strategies, and insurance.
- Investment Strategies: Guide clients in selecting appropriate investment options, including stocks, bonds, mutual funds, and other securities. Monitor and adjust portfolios as needed to align with changing goals or market conditions.
- Compliance & Documentation: Ensure all financial recommendations comply with industry regulations and company policies. Maintain accurate and up-to-date client records.
- Business Development: Continuously seek new clients through referrals, networking, and prospecting. Promote the company's...
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