Hybrid - Makati Fresh Graduate/Student Bachelor Part-time

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Job Description

Client Relationship Management:

• Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analysis to understand clients’ goals and risk tolerance.
• Provide ongoing support and updates to clients as their financial situations evolve.
• Financial Planning and Advisory: Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
• Offer advice on risk management and wealth-building strategies.
• Educate clients about market trends, product offerings, and financial best practices.
• Sales and Business Development: Proactively identify new clients through networking, referrals, and lead generation.
• Present and promote financial products that align with clients' needs. Meet or exceed sales targets and contribute to the team’s ove...