Wealth Planner
Cavite, National Capital Region
Posted 16 days ago
- Company:
- FWD Life insurance company
- Company Description:
- Changing the way people feel about insurance We’ve come a long way since we launched our insurance businesses in Hong Kong, Macau and Thailand in 2013. It was the first step in the Group’s plan to build a different kind of insurance company
- Contract Type:
- Part Time
- Experience Required:
- No Experience
- Education Level:
- Bachelor’s Degree
- Number of vacancies:
- 5
Job Description
Conduct regular financial reviews and recommend adjustments as needed
Help clients set and achieve short-and long-term financial goals
Maintain strong relationships through consistent communication and trust-building
