Aurea Bagacay
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
30
30
years of professional experience
1
1
Certification
Work History
Licensed Financial Advisor
AIAPhilippines
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
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.
Manager in Operation
Own Business
04.2013 - 04.2016
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Controlled costs to keep business operating within budget and increase profits.
- Developed and maintained relationships with customers and suppliers through account development.
- Improved marketing to attract new customers and promote business.
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Conducted market research to identify customer needs and adjusted product offerings accordingly, increasing customer satisfaction.
- Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
Manager of Operations
Emelda Mangalindan (uphills Computer Services
04.2006 - 04.2012
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Oversaw facility maintenance activities to ensure optimal performance of equipment and infrastructure elements.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Successfully managed budgets, consistently meeting financial targets while maintaining high-quality standards.
- Improved customer satisfaction ratings by ensuring prompt resolution of issues and concerns.
- Evaluated employee performance regularly, promoting professional growth opportunities through coaching methods.
- Streamlined operational processes by implementing efficient workflow management strategies.
Computer Operator
Innodata Philippines Inc. (Computer Company)
03.1995 - 04.2003
- Maintained a high level of accuracy in data entry tasks, resulting in improved overall data quality.
- Maintained spreadsheets of data across multiple systems.
- Generated reports covering details about data, system operation, and error monitoring.
- Processed requests for service from internal and external customers.
- Ensured smooth workflow through effective coordination with other IT professionals on projects and tasks.
- Reduced downtime by proactively identifying potential issues and taking corrective actions before problems escalated.
- Elevated team knowledge and skills by providing colleagues with hands-on training on new software and systems.
- Achieved high levels of data accuracy by performing diligent data entry and verification tasks.
- Ensured seamless data processing by meticulously monitoring and operating computer systems.
- Ensured compliance with industry standards by rigorously following data protection and privacy policies.
- Supported business operations, ensuring backup and recovery procedures were flawlessly executed.
- Reduced error rates in data processing with implementation of stringent quality control measures.
Education
BSA Major In Accountancy (not Graduated) - Accounting And Finance
Adamson University Manila Philippines
San Marcelino Street Corner Kalaw Street ManilaComputer Secretarial Education - Basic Computer And Secretarial With Clerical Works
Adamson University Philippines
San Marcelino St., Cor. T.M. Kalaw Manila03.1995
Skills
- P>Investment planning
- P>Insurance decisions
- P>Retirement needs
- P>Financial planning
- P>Retirement planning
- P>Relationship building and management
- P>Investment advice
- P>Savings accounts
- P>Financial services
- P>Cash Handling
- P>Education funds
- P>Mutual funds
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.
Certification
Licensed Financial Advisor
Training Certificate (3 days) running for Associate Unit Manager
Certified [ASSOCIATE UNIT MANAGER], [AIAPHIL - BAGUIO CITY] - [6 months ]
[Top sales for 1-3 quarter ] Training - [3 quarters]
Personal Information
Title: Licensed Financial Advisor
Certifications
06-2016
Microsoft word and excel
Microsoft word, more excel, publisher ,
Basic of photoshop
Hobbies and Interests
Helping people secured and prepared their financial stability
Motivate people to have a goal and secure their financial
Affiliations
Affiliated in some products In tiktok like health and wellness, etc..etc
Additional Information
Affiliating products from TikTok like healthy and wellness, beauty products, something needed in the house products, clothes, then promote some places in the Philippines while traveling in some places in the Philippines
Timeline
Associate Manager
Freya Akia
01.2018 - 10.2020
Licensed Financial Advisor
AIAPhilippines
06.2016 - Current
Manager in Operation
Own Business
04.2013 - 04.2016
Manager of Operations
Emelda Mangalindan (uphills Computer Services
04.2006 - 04.2012
Computer Operator
Innodata Philippines Inc. (Computer Company)
03.1995 - 04.2003
BSA Major In Accountancy (not Graduated) - Accounting And Finance
Adamson University Manila Philippines
Computer Secretarial Education - Basic Computer And Secretarial With Clerical Works
Adamson University Philippines
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