FInancial Advisor

Royal Branch of PRU LIFE UK - Engr. Sonny Ocampo; Pasay; On-site; PHP 167,000 - 279,000; Part time

Job summary

A financial services company in Pasay is looking for a part-time financial analyst to help clients create personalized financial plans and achieve their financial goals. The ideal candidate should hold an Associate's or Bachelor's degree, be willing to undergo necessary training, and is not required to have sales experience, although it is considered a plus. This is an on-site role offering flexibility in terms of salary depending on qualifications.

Qualifications

• Bachelor's degree graduated from any course.
• Willing to undergo trainings and licensing exam.
• Sales & marketing experience is a plus.

Responsibilities

• Analyze financial data and create personalized financial plans.
• Help clients set and achieve financial goals.
• Build and maintain client relationships.
• Stay up-to-date with financial market trends and regulations.

Education

Associate and Bachelor's degree

Bachelor's degree

Job description

Job Description

Royal Branch of PRU LIFE UK - Engr. Sonny Ocampo

Negotiable

On-site - Pasay No Exp Required Bachelor Part-time

Responsibilities

• Analyze financial data and create personalized financial plans
• Help clients set and achieve financial goals
• Build and maintain client relationships
• Stay up-to-date with financial market trends and regulations

Job Requirements

• Associate and Bachelor's degree, Graduated from any course.
• Willing to undergo trainings and licensing exam.
• Sales & marketing experience are not required, it is considered a plus.