Business woman, financial advisor and real estate consultant

Quezon City, Philippines

****

ad5rjl@r.postjobfree.com

091******** WORK EXPERIENCE

CONTACT ME

EDUCATION

Philippine Women University

Vocational/Secretary

College Undergraduate

High School Deploma

1987

Dissertation in Dress Making and

Driving

SKILLS

January 2015-Present

Sunlife of Canada Philippines Inc.

Financial Advisor

Consulted with clients to assess and meet short and long term financial goals. Counselled clients on financial matters and provide recommendations investment opportunities, products and services based on client needs and asset availability.

Prepared income projection and investment reports for clients to view income and balance sheet and determine investment strategies. Referred clients to insurance companies and investment firms to facilitate retirement planning and diversify portfolios.

Examined tax status and risk tolerance to maximize income and save money. September 2007-Present

Camella Homes - Metro Manila

Real Estate Consultant

Generated list of for-sale properties.

Advised prospective clients on current market activities and desirable opportunities in neighborhoods.

Interviewed clients to determine property needs and preferences. Showed building models to prospects based on expressed needs and preferences.

Financial Planning

Communication and Presentation

Investment Management

Customer Service

Client Relationship Management

Nora Ammay

August 1989-June 1991

Uniwide Mall - Quezon City Philippines

Sales Lady

Kept updated on pricing changes, availability and stock specifications to provide accurate and up to date information to customers. Used excellent upselling skills to suggest additional or higher value products, making suggestions based on customer needs.

Directed customers in store, providing information, specifications, and pricing details.

Performed product demonstrations, presentations and explanations to deliver excellent customer service.

Helped customers make purchase decisions by highlighting features, communicating functions and recommending products best suited to their needs.

Highly skilled Financial Advisor with a proven track record in providing comprehensive financial planning and investment advice. Committed to assisting clients in achieving their financial goals and optimizing their wealth management strategies. Possesses strong analytical and communication skills, adept at explaining complex financial concepts in a clear and concise manner. Excels in building long-term relationships based on trust and integrity. Open to exploring diverse opportunities outside the realm of financial planning to broaden knowledge and skillset.

Contact this candidate