Client-Focused Financial Advisor: Tailored Plans & Growth

Pru Life UK; Makati; On-site; PHP 279,000 - 390,600; Full time

Job summary

A leading financial services company located in Metro Manila seeks a Financial Advisor to provide tailored financial advice based on individual client needs. The role requires developing strong relationships with clients and staying updated on financial regulations. Candidates must have a Bachelor's degree in Finance or Economics, along with at least 2 years of relevant experience. Strong interpersonal and communication skills are essential for success in this position.

Qualifications

• Minimum of 2 years of experience in financial advising or related fields.
• Ability to work collaboratively in a team environment.

Responsibilities

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

Skills

Strong interpersonal and communication skills

Detail-oriented

Ethical

Client-focused

Education

Bachelor's degree in Finance, Economics, or a related field

Job description

A leading financial services company located in Metro Manila seeks a Financial Advisor to provide tailored financial advice based on individual client needs. The role requires developing strong relationships with clients and staying updated on financial regulations. Candidates must have a Bachelor's degree in Finance or Economics, along with at least 2 years of relevant experience. Strong interpersonal and communication skills are essential for success in this position.