Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Microsoft word and excel
Timeline
Generic
Aurea Bagacay

Aurea Bagacay

Licensed Financial Advisor
Caloocan City

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Motivated Job Title with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

8
8
years of professional experience
36
36
years of post-secondary education
4
4
Certifications

Work History

Licensed Financial Advisor

AIAPhilippines
Caloocan City
06.2016 - Current
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Facilitated new client onboarding process and investment account setup.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Recommended specific investments to help clients meet financial goals.
  • Monitored and updated financial plans to comply with client goals.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Educated clients on financial topics and best practices.
  • Advised clients on investments, retirement and estate planning.
  • Presented financial plans and investment recommendations to clients.
  • Created financial models to analyze and evaluate investment strategies.
  • Studied financial documents to identify potential areas needing improvement.
  • Helped clients make informed decisions about financial future.
  • Educated clients on potential risks and rewards associated with various investments.
  • Collaborated with clients to develop customized investment portfolios.
  • Researched and evaluated potential investment products for clients.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

Associate Manager

Freya Akia
Baguio City
01.2018 - 10.2020
  • Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
  • Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
  • Remedied issues and conflicts among workers using negotiation and active listening.
  • Mentored and supported Number Type department employees to create strong workplace culture.
  • Oversaw training and onboarding process for all newly hired employees within Name of Department.
  • Coordinated resources from stakeholders and mapped out project deliverables.
  • Made hiring recommendations to increase company's productivity and profitability with quality workers.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Mentored team members to enhance professional development and accountability in workplace.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Created employee schedules to align coverage with forecasted demands.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Increased employee performance and job satisfaction to strengthen retention and engagement.
  • Developed strategy to increase sales and drive profits.

Education

Bachelor Of Accountancy (not Graduated) - Accounting And Finance

Adamson University Manila Philippines
San Marcelino Street Corner Kalaw Street Manila
06.1995 - 06.1999

Computer Secretarial Education - Basic Computer And Secretarial With Clerical Works

Adamson University Philippines
San Marcelino St., Cor. T.M. Kalaw Manila
06.1993 - 06.2025

Skills

Investment planning

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Accomplishments

  • Achieved Result through effectively helping with Task.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved Issue which led to Results.
  • Collaborated with team of Number in the development of Project name.
  • Achieved Result by completing Task with accuracy and efficiency.
  • Supervised team of Number staff members.
  • Resolved product issue through consumer testing.

Certification

Licensed Financial Advisor

Interests

Helping people secured and prepared their financial stability

Motivate people to have a goal and secure their financial

Microsoft word and excel

Microsoft word, more excel, publisher ,

Basic of photoshop

Timeline

[Top sales for 1-3 quarter ] Training - [3 quarters]

12-2023

Associate Manager

Freya Akia
01.2018 - 10.2020

Certified [ASSOCIATE UNIT MANAGER], [AIAPHIL - BAGUIO CITY] - [6 months ]

01-2017

Training Certificate (3 days) running for Associate Unit Manager

09-2016

Licensed Financial Advisor

AIAPhilippines
06.2016 - Current

Licensed Financial Advisor

06-2016

Bachelor Of Accountancy (not Graduated) - Accounting And Finance

Adamson University Manila Philippines
06.1995 - 06.1999

Computer Secretarial Education - Basic Computer And Secretarial With Clerical Works

Adamson University Philippines
06.1993 - 06.2025

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Aurea BagacayLicensed Financial Advisor