Financial Advisor

Pru Life UK; Philippines; Sur place; PHP 350 000 - 650 000; Temps partiel

Résumé du poste

A financial services company in the Philippines is looking for candidates to assess clients' financial needs and develop customized financial plans. Ideal applicants should be graduates of any 4-year course and possess strong communication skills. Responsibilities include recommending financial products and maintaining long-term client relationships. This role is open to part-timers and fresh graduates, with opportunities for career shifters.

Qualifications

• Ability to assess clients' financial needs, goals, and risk tolerance.
• Skill in developing customized financial plans.
• Experience in recommending financial products.
• Open for part-timers, career shifters, fresh graduates, graduating students with no units to take.

Responsabilités

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans.
• Recommend suitable financial products.
• Monitor and update clients' financial plans.
• Educate clients on financial concepts.
• Maintain long-term relationships with clients.

Connaissances

Financial planning

Client communication

Formation

Graduate of at least any 4-year course

Description du poste

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management
• Maintain long-term relationships with clients and provide ongoing support.
• Graduate of at least any 4-year course
• With internet connection
• Preferably with laptop or tablet device
• Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)