Financial Advisor/Sales Executive – Makati City, Philippines
Published on CazVidat Pan Asia Group
Join Pan Asia Group as a Financial Advisor/Sales Executive in Makati City. Help clients plan their finances, manage portfolios, and grow your career.
Salary
₱25,000 per month
Location
Makati City, National Capital Region, Philippines
Employment type
Full time
Workplace
Not provided
Financial Advisor/Sales Executive – Makati City, Philippines
₱25,000 per month
Job description
Pan Asia Group is hiring a full-time Financial Advisor/Sales Executive in Makati City, National Capital Region, Philippines. In this client-facing finance role, you will help clients pursue their financial goals through tailored planning, clear consultations, and attentive portfolio management. Join a collaborative team focused on exceptional service, business growth, and professional development.
Key Responsibilities
- Develop financial plans tailored to clients’ needs and objectives.
- Engage prospective clients, generate new business, and grow revenue.
- Research market trends and competitor offerings to inform client solutions.
- Present financial recommendations and consultations clearly and confidently.
- Manage client portfolios and strengthen satisfaction through responsive service.
- Collaborate with advisors and support staff to share best practices and develop client solutions.
- Meet and exceed sales targets and performance metrics.
Qualifications
- Bachelor’s degree in finance, business administration, or a related field.
- Strong sales, client management, and communication skills.
- Proficiency with financial planning software and tools.
- At least two years of experience in financial services or a sales-related role is preferred.
- Finance or sales certifications, such as CFP or CFA, are a plus.
Compensation and Employment
Salary: 25000 per month. This is a full-time, on-site position in Makati City. You will report to the Sales Manager and work with financial advisors and support staff.
Frequently asked questions
Is this position remote or on-site?
This is a full-time, on-site position located in Makati City, National Capital Region, Philippines.
What is the monthly salary for this role?
The salary for this Financial Advisor/Sales Executive position is PHP 25,000 per month.
What qualifications do I need to apply?
You need a Bachelor's Degree in Finance, Business Administration, or a related field, along with strong sales and communication skills; relevant certifications like CFP or CFA are advantageous.
How much experience is required?
A minimum of 2 years experience in financial services or sales-related roles is preferred for this position.
What are the main responsibilities of this job?
You will develop customized financial plans, engage potential clients, conduct market research, deliver financial presentations, manage client portfolios, and meet sales targets.
Who will I report to and work with?
You will report to the Sales Manager and collaborate closely with other financial advisors and support staff.