Wealth Planner

Cavite, National Capital Region
Posted 10 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

Assess client needs and develop customized financial plans
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