FWD Group is a multinational insurance company headquartered in Hong Kong. It was established in 2013 as the insurance division of Pacific Century Group. FWD Group offers life, health, and investment insurance and employee benefits across Asia.

Currently, FWD Philippines ranks number one in customer experience among insurers in the country and maintains its position as the top three (3) and six (6) in terms of paid-up capital and new business annual premium, equivalent, respectively.

https://shop.fwd.com.ph/agency/agent/10021416

Role Description

This is either a full-time/ part-time remote role for a Financial Wealth Planner at FWD Philippines. The Financial Wealth Planner will be responsible for assisting clients in developing and implementing wealth management strategies, analyzing financial information, providing recommendations, and monitoring investment portfolios. They will also collaborate with cross-functional teams to identify business opportunities and deliver customer-centric solutions.

Qualifications

• Strong knowledge of financial planning and wealth management principles
• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills
• Fresh graduates are welcome to apply
• Experience in the insurance or financial services industry is a plus

Benefits

• Maximize online process
• Free training and seminar
• with unlimited source of income
• A free Ipad as a token of your hardship