Financial Advisor - Part Time

Pru Life UK; Philippines; On-site; PHP 240,000 - 480,000; Part time

Job summary

Pru Life UK in the Philippines is seeking a financial adviser to assess clients' financial needs, develop customized plans, and recommend suitable products. You will monitor plans, educate clients on risk and investments, and maintain long-term relationships. The role is open to part-timers and fresh graduates.

This position requires a 4-year degree, reliable internet, and access to a laptop or tablet; prior financial services exposure is preferred but not required.

Qualifications

Responsibilities

• 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.

Education

4-year degree

Tools

Internet connection

Laptop or tablet

Job description

• 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)