Financial Advisor | Makati

Financial Advisor | Makati Job Description Template

Our company is looking for a Financial Advisor | Makati to join our team.


  • Develop and deepen client relationships;
  • Deliver personalized investment solutions to help clients work toward their long-term financial goals.


  • Work experience – Bank Branch Managers, Relationship Managers, Account/Sales Officers,
  • Graduate of any college courses but business courses like accounting, finance is an advantage;
  • Good communication and presentation skills;
  • Willing to associate with other people;
  • Graduate of a Bachelor’s Degree of any 4-Year course;
  • Financial Analysis;
  • At least 1 year experience in their line of work;
  • Communication skills;
  • Excellent time management skills;
  • Communication and presentation skills;
  • Degree in any Bachelor of Arts or Bachelor of Science course;
  • Excellent problem-solving skills;
  • Customer Service;
  • Problem Solving;
  • Presentation Skills.