Virtual Financial Coach
Bank of the Philippine Islands (BPI)
Date: 2 days ago
City: Remote
Contract type: Full time
Remote
Job Purpose
The Virtual Financial Coach is an on-demand financial advisor responsible for empowering NEXT clients to make informed decisions, overcome financial challenges, and achieve their short-term and long-term financial goals by introducing the bank’s various products and services.
Their primary responsibility is to build their clients’ financial literacy and provide them with the information they need in setting up and achieving their financial goals.
Responsibilities
The Virtual Financial Coach is an on-demand financial advisor responsible for empowering NEXT clients to make informed decisions, overcome financial challenges, and achieve their short-term and long-term financial goals by introducing the bank’s various products and services.
Their primary responsibility is to build their clients’ financial literacy and provide them with the information they need in setting up and achieving their financial goals.
Responsibilities
- Virtually engage NEXT with a younger client base ages 25 to 35 yrs old who are building savings and beginning to explore simple investments. Primary medium of communication will be through phone calls, video conferencing, or chat messaging.
- Educate clients on money matters such as savings, budgeting, wise spending, credit card usage, loans, insurance, investments, and retirement planning.
- Effectively address inquiries on financial matters that will empower clients to make confident decisions independently.
- When client initiates and asks directly, they can discuss different products and solutions and turnover the clients to the right department for availment.
- Provide information in helping the client make informed decisions on BPI products
- Bachelor’s Degree in Economics / Business Management/ Marketing or related courses At least 2 years experience in financial Services industry with exposure financial advisory or coaching, portfolio management, Insurance/Investment
- Knowledge of the bank products and services including its digital platforms; Customized product bundling and basic branch procedures
- Basic knowledge and interest in financial planning and current market status
- Proficient in using digital platforms, channels and gadgets
- Updated with the latest trends; relates well with the younger generation (Millennial and Gen Z)
- Exceptional communications skills
- Skills: Probing; Building Rapport; Active Listening; Analytical and Problem Solving; Relationship Building and Management
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