VIRTUAL FINANCIAL COACH

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 engages with a younger client base who are building savings and beginning to explore simple investments. Primary medium of communication will be through phone calls, video conferencing, or chat messaging
• Educates clients on money matters such as savings, budgeting, wise spending, credit card usage, loans, insurance, investments, and retirement.
• Effectively responds to financial inquiries, equipping clients with the knowledge and confidence to make informed decisions independently.
• Discusses different products and solutions and turnover the clients to the right department for availment.
• Engages with the NEXT client base virtually through video conferencing, phone calls, and messaging services.Effectively evaluates client profile and assess their financial wellness virtually.
• Serves as a trusted and knowledgeable advisor, offering clients expert financial guidance on various concerns, including savings, money management, smart spending, loans, investments, trade, and retirement planning.
• Tailors product bundling and financial solutions to align with the client’s profile and risk appetite, promoting the bank’s products and services only when appropriate or upon request.
• Maximizes use of tools (Remote Desktop Services, Salesforce, Talkdesk, etc.) in spotting opportunities and uncovering needs during conversations.
• Informs and empowers clients to utilize digital channels and select products and solutions that best meet their needs.
• Prepares and submits reports promptly while tracking and reporting on key performance indicators (KPIs) and deliverables.
• Provides comprehensive documentation of client calls and conversations.
• Safeguards own passwords and access at all times.
• Ensures upkeep of workstation and premises.
• Adheres to security, data privacy, safety and health protocols.
• Attends regular cadences, townhalls, sales clinics, and rollouts.
• Performs other functions that may be assigned from time to time.

Qualifications

• Bachelor’s degree graduate in Economics / Business Management/ Marketing or related courses
• At least 2 years experience in financial services industry, financial advisory or coaching, portfolio management, insurance/investment.
• At least 1 year bank experience.
• Possesses extensive experience in financial coaching, strong business acumen, and in-depth knowledge of financial markets and economic conditions. Demonstrates mastery of the Bank’s products and services, including its digital platforms, with expertise in customized product bundling.
• Highly proficient in using digital platforms, channels, and gadgets.