Financial Advisor

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.
• Detail-oriented, ethical, and client-focused.
• Ability to work collaboratively in a team environment.

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

Bachelor’s degree in Economics

Job description

Description

• Provide tailored financial advice to clients based on their individual needs and financial goals.
• Monitor clients' financial progress and make necessary adjustments to their investment strategies.
• Develop and maintain strong relationships with clients through excellent interpersonal communication.
• Stay updated on financial regulations and market trends to better serve clients.
• Prepare financial plans and reports for clients.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Economics, or a related field.
• Experience Level: 0–2 years.
• Skills and Competencies: Strong interpersonal and communication skills.
• Qualities and Traits: Detail-oriented, ethical, and client-focused.
• Responsibilities and Duties: Ability to work collaboratively in a team environment.