Financial Advisor

Pru Like UK - Team Mark; Makati; On-site; PHP 279,000 - 446,400; Full time

Job summary

A leading financial services firm in Metro Manila is seeking a motivated Financial Advisor to join its team. The role involves providing financial guidance, conducting client consultations, and developing personalized financial plans. Ideal for recent graduates, this position offers full training with no previous experience required. Advisors will also build long-term client relationships, stay updated on market trends, and identify new business opportunities to meet sales targets.

Qualifications

• Motivated and results-driven individual with a passion for finance.
• No prior experience is required; full training will be provided.

Responsibilities

• Conduct client consultations to understand financial goals.
• Develop personalized financial plans and strategies.
• Present and recommend financial products to clients.
• Build and maintain long-term client relationships.
• Stay updated with financial products and market trends.
• Identify new business opportunities and achieve sales targets.

Skills

Client Consultations

Financial Planning

Relationship Management

Sales Growth

Education

Recent college graduate

Job description

We are seeking a motivated and results-driven Financial Advisor to join our growing team. As a Financial Advisor, you will be responsible for providing financial guidance and solutions to individuals, helping them plan and manage their finances effectively.

• Client Consultations: Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
• Financial Planning: Develop personalized financial plans and strategies to meet clients' needs, including budgeting, retirement planning, insurance, investments, and debt management.
• Product Recommendations: Present and recommend financial products such as life insurance, mutual funds, retirement plans, and other financial services.
• Relationship Management: Build and maintain long‑term relationships with clients to ensure ongoing satisfaction and continued business.
• Market Research: Stay up-to-date with financial products, market trends, and economic conditions to provide informed advice to clients.
• Sales & Growth: Identify new business opportunities, expand your client base, and achieve individual sales targets.

• This is an exciting opportunity for recent college graduates with a passion for finance, customer service, and helping people achieve their financial goals.
• No prior experience is required—full training will be provided.