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 Duties & Responsibilities
Marketing strategies
Public Relations
Business Fundamentals
Meeting Planner
Meeting / Event Set-up
Oversee team of 3-5 people
Money Management
Mentored directly by location manager
- 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, Part-time, Fresh graduate
Pay: From Php15,
- 00 per month
Expected hours: 20 40 per week
Benefits: - Company Christmas gift
Flexible schedule Life insurance
- Opportunities for promotion
Paid trainingSchedule:Supplemental Pay: Commission pay
* Quarterly bonus
Application Deadline: 08/09/2024
Expected Start Date: 08/12/2024
