Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
AIA Philippines
Makati
03.2003 - 01.2021
Worked with clients to support understanding of rationale and details of financial strategies.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
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.