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.
Hi, I’m
Racel Millena
Pavia, Iloilo
Summary
Overview
29
years of professional experience
4
years of post-secondary education
Work History
AIA PHILIPPINES Iloilo
Financial Advisor
10.2019 - 04.2022
Job overview
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- 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.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Jacel Internet Cafe Iloilo City
Manager
05.2005 - 01.2019
Job overview
- Maintained professional, organized, and safe environment for employees and patrons.
- Accomplished multiple tasks within established timeframes.
- Developed and maintained relationships with customers and suppliers through account development.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Cheung JanHappy Valley
Domestic Helper
10.1993 - 07.2003
Job overview
- Performed light cleaning duties such as dusting, vacuuming, and wiping down bathrooms.
- Completed laundry services with special attention to care instructions for hand-washing and dry cleaning.
- Kept building entryway glass clean and polished for professional presentation.
- Restocked room supplies such as facial tissues for personal touch with every job.
Education
University of San Agustin General Luna St, Iloilo City
Bachelor Of Science from Commerce
06.1988 - 03.1992
University Overview
Skills
Insurance decisions
undefinedTimeline
Financial Advisor
AIA PHILIPPINES
10.2019 - 04.2022
Manager
Jacel Internet Cafe
05.2005 - 01.2019
Domestic Helper
Cheung Jan
10.1993 - 07.2003
University of San Agustin
Bachelor Of Science from Commerce
06.1988 - 03.1992
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