Client-Centric Financial Advisor: Tailored Plans & Growth

Pru Life UK - Team Lucelle; Makati; On-site; PHP 200,000 - 320,000; Full time

Job summary

A financial services firm in Makati is seeking a Financial Advisor to provide tailored financial advice to clients based on their needs. The role involves monitoring clients' financial progress, developing strong relationships, and staying updated on regulations. Candidates should have a Bachelor's degree in Finance or a related field with 0-2 years of experience. Strong interpersonal and communication skills are essential, along with a detail-oriented and client-focused approach.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field.
• 0-2 years of experience is preferred.
• Detail-oriented, ethical, and client-focused.

Responsibilities

• Provide tailored financial advice to clients.
• Monitor clients' financial progress and adjust strategies.
• Develop and maintain strong client relationships.
• Stay updated on financial regulations and market trends.
• Prepare financial plans and reports.

Skills

Strong interpersonal skills

Strong communication skills

Education

Bachelor’s degree in Finance, Economics, or related field

Job description

A financial services firm in Makati is seeking a Financial Advisor to provide tailored financial advice to clients based on their needs. The role involves monitoring clients' financial progress, developing strong relationships, and staying updated on regulations. Candidates should have a Bachelor's degree in Finance or a related field with 0-2 years of experience. Strong interpersonal and communication skills are essential, along with a detail-oriented and client-focused approach.