Financial Advisor - Part-time (WFH)

Pru Life UK; Philippines; On-site; PHP 279,000 - 390,600; Full time

Job summary

Pru Life UK is seeking an entry-level financial advisor in the Philippines. The role involves providing financial planning and investment advice, building strong client relationships, and conducting portfolio reviews. Candidates should have a Bachelor's degree in Finance or a related field, possess strong communication skills, and demonstrate trustworthiness and professionalism. This position is ideal for those looking to start a career in finance, with no prior experience required.

Qualifications

• Entry-level position with no prior experience required.
• Trustworthiness, professionalism, and strong work ethic are essential.

Responsibilities

• Provide financial planning and investment advice to clients.
• Build and maintain strong client relationships through effective communication.
• Conduct regular reviews of client portfolios to ensure alignment with their goals.

Skills

Strong communication skills

Ability to work independently

Education

Bachelor's degree in Finance, Business, or related field

Job description

Responsibilities

• Provide financial planning and investment advice to clients.
• Build and maintain strong client relationships through effective communication.
• Assist clients in identifying their financial goals and objectives.
• Stay updated on financial products and market trends to offer relevant recommendations.
• Conduct regular reviews of client portfolios to ensure alignment with their goals.

Requirements

• Educational Qualifications: Bachelors degree in Finance, Business, or a related field preferred but not mandatory.
• Experience Level: Entry-level, no prior experience required.
• Skills and Competencies: Strong communication skills and ability to work independently.
• Responsibilities and Duties: Ability to assess client needs and provide tailored financial solutions.
• Qualities and Traits: Trustworthiness, professionalism, and a strong work ethic.