Financial Advisor

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

Overview

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.

Responsibilities

• 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: Bachelors degree in Finance, Economics, or a related field.
• Experience Level: 02 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.