Financial Wealth Planner
Temporary
FWD - Annapurna Branch
Responsibilities - Provide financial advice to clients on insurance, savings, and budgeting.
- Analyze personal financial data and create personalized financial plans.
- Evaluate clients' financial status and recommend strategies for improvement.
- Build and maintain strong client relationships for long-term success.
- Stay updated with industry trends, insurance products, and financial solutions.
- Meet activity goals and contribute to team targets and overall business growth.
Work Arrangement
- Willing to work in a hybrid arrangement (One Ayala + field-based client visits).
- 2x per month face-to-face meetings; remaining schedule dedicated to client consultations and field work.
Skills & Competencies
- Strong consultative approach with the ability to translate financial data into clear and practical advice.
- Strong lead management skills - capable of handling, nurturing, and converting prospects effectively.
- Must be goal-driven and capable of meeting sales and activity targets.
- High professionalism, integrity, and commitment to client confidentiality.
- Ability to handle multiple client accounts and follow through with personalized action plans.
- Strong analytical and communication skills.
Qualifications
- Diploma Course
- Experience level, 1–3 years experience in financial consulting, advisory, sales, or client-facing roles is an advantage.
Ideal Traits
- Detail-oriented
- Strong problem-solving skills
- Ability to work independently and in a team environment
Vacancy posted a month ago
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