JOB DESCRIPTION
· Provide financial advice to clients, helping them make informed decisions about investments, taxes, insurance, and retirement planning.
· Analyze clients' financial goals, risk tolerance, and current financial situation to develop personalized financial plans.
· Educate clients about different investment options and strategies, and help them understand the potential risks and rewards.
· Monitor clients' financial performance and provide ongoing advice and guidance as needed.
· Stay up to date with changes in financial laws and regulations to ensure compliance.
· Build and maintain strong relationships with clients, earning their trust and confidence.
· Collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial services.
· Continuously develop knowledge and skills through professional development opportunities and training.
Management Trainee Requirements & Skills

• Education: Bachelor’s degree (Accepting Undergraduate with 2 years’ work experienced)

• Excellent verbal and written communication skills including strong client service skills.

• Decision making skills

• Leading by example

• Professional appearance

• Ability to work well in team environments

• Sincerely enjoying interactions with clients

• The ability to create professional relationships with customers and team members

• An unwavering positive attitude

• Enthusiastic to learn

• Good working knowledge of computer / PC software

• Ability to learn computer applications as necessary for the position

• Ability to handle multiple tasks and projects

• Ability to remain organized and self-directed in a fast-paced environment

• Ability to work with limited direction and supervision, while demonstrating good judgement and strict confidence.

• Must successfully complete any training or certification courses required to support or strengthen position.

• Ability to read, interpret and follow verbal and written instructions, work procedures and other related materials.

• Must communicate appropriate information accurately and clearly as needed

Job Types: Full-time, Permanent, Fresh graduate
Pay: From Php15,000.00 per month
Benefits:

• Company Christmas gift
• Company events
• Flexible schedule
• Flextime
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Work from home

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay
• Commission pay
• Performance bonus
• Quarterly bonus
• Yearly bonus

Application Question(s):

• What makes you unique?
• What was your biggest challenge? Please tell me exactly what the Problem/Challenge was, Action Steps Taken and Results Achieved. If the Candidate is a Fresh Graduate, please ask about the challenges in school."
• Are you willing to report at the office once a month?

Education:

• Bachelor's (Preferred)

Application Deadline: 09/20/2024
Expected Start Date: 09/23/2024