fbpx Hiring Financial Executive - Alexandra.Delgado
Posted by:AXA Philippines - Wonderful World 2on January 22, 2019 12:00 am
Job Vacancies:
15
Job Description
  • Talking to clients to determine their habits, expenses, income, financial objectives, and other information vital to developing a financial plan and strategies. This includes answering all relevant questions they may have

  • Providing clients with specialist advice on practices to help them reach their financial objectives.

  • Researching marketplace and recommending the most appropriate financial product or service available to the client.

  • Preparing and interpreting financial documents, investment performance reports, as well as income projections to clients.

  • Implementing financial plans chosen by client.

  • Providing periodic updates on the performance of investment portfolios.

  • Building and managing a client database.

  • Meeting team’s KPIs. 

 


Qualification
  • Have a track record of professional success.
  • Excellent time management skills.
  • Self-motivated, highly driven and have an entrepreneurial personality.
  • Have an ability to think critically and use sound judgment when serving clients
  • Have the ability to explain complex information simply and clearly.
  • Strong research and analytical skills
  • Strong communication, negotiation, and presentation skills.
  • Proficient in using computers for various tasks. 

 

Contact Employer

Address:
53 Connecticut St,, Fox Square Bldg.,Greenhills, San Juan City
Company Web Site :
www.wonderfulworld.ph