Financial Wealth Planner  

Be a Financial Wealth Planner! Open for Full-timer or Part-timers. ⛑

Job Title: Financial Wealth Planner
Company: FWD Philippines Inc.
Location: Makati (Hybrid Setup)
Job Type: Full-Time / Part-Time
Training: Free

About FWD Philippines Inc.:

FWD Philippines Inc. is a leading life insurance company committed to changing the way people feel about insurance. We offer innovative and customer-centric insurance solutions designed to meet the diverse needs of our clients. Our dynamic and inclusive workplace fosters growth, collaboration, and innovation, empowering our employees to achieve their fullest potential.

Job Description:

As a Financial Wealth Planner at FWD Philippines Inc., you will play a critical role in helping clients achieve their financial goals and secure their future. You will provide expert financial advice, develop personalized wealth management strategies, and build lasting relationships with clients. Your goal is to deliver exceptional service and drive client satisfaction through tailored financial solutions.

Key Responsibilities:

• Client Consultation: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
• Financial Planning: Develop and implement comprehensive financial plans tailored to each client's needs, including investment strategies, retirement planning, tax optimization, and risk management.
• Product Knowledge: Stay updated on FWD Philippines' product offerings, including insurance policies, investment options, and wealth management solutions, to provide informed recommendations.
• Relationship Management: Build and maintain strong relationships with clients, providing ongoing support and advice to help them navigate their financial journey.
• Market Analysis: Monitor financial markets and economic trends to provide clients with timely insights and advice.
• Compliance: Ensure all financial plans and transactions comply with regulatory requirements and company policies.
• Sales and Business Development: Identify and pursue new business opportunities, expanding your client base and contributing to the company's growth.
• Continuous Learning: Participate in professional development programs to enhance your financial planning skills and knowledge.

Skills:

• Excellent analytical and problem-solving abilities.
• Strong interpersonal and communication skills.
• Proficiency in financial planning software and tools.
• Ability to build and maintain client relationships.
• High level of integrity and professional ethics

Team Player: Ability to work collaboratively within a team environment and contribute to a positive workplace culture.

Additional Requirements:

• Proven track record of achieving financial targets and delivering client satisfaction.
• Ability to work independently as well as part of a team.
• Strong organizational and time management skills.
• Commitment to ongoing professional development and staying current with industry trends.