Financial Advisor - WFH (Part-time)

PruLife UK - Team Celyn; Makati; Hybrid; PHP 223,200 - 334,800; Part time

Job summary

A leading financial services team is looking for a part-time Client Relationship Manager in Makati. This role is ideal for fresh graduates and career shifters passionate about helping clients achieve financial security. Responsibilities include building relationships with clients, conducting financial analyses, and developing customized financial plans. Strong communication skills and a Bachelor's degree are required. Training will be provided.

Qualifications

• Strong communication skills are essential.
• Ability to analyze client needs and provide recommendations.
• Self-motivated and capable of independent work.

Responsibilities

• Build and maintain relationships with clients.
• Conduct financial needs analysis for clients.
• Develop customized financial plans and offer advice.

Skills

Strong interpersonal and communication skills

Analytical and problem-solving skills

Self-motivated and goal-oriented

Education

Bachelor’s degree in any field

Job description

Hybrid - Makati Fresh Graduate/Student Bachelor Part-time

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Job Description

Client Relationship Management:

• Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analysis to understand clients’ goals and risk tolerance.
• Provide ongoing support and updates to clients as their financial situations evolve.
• Financial Planning and Advisory: Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
• Offer advice on risk management and wealth-building strategies.
• Educate clients about market trends, product offerings, and financial best practices.
• Sales and Business Development: Proactively identify new clients through networking, referrals, and lead generation.
• Present and promote financial products that align with clients\' needs. Meet or exceed sales targets and contribute to the team’s overall performance.
• Training and Development: Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
• Obtain necessary certifications and licenses to practice as a financial advisor.
• Bachelor’s degree in any degree will be considered for qualified candidates
• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.
• Sales experience is an advantage but not required—training will be provided.
• Open to fresh graduates and career shifters passionate about helping others achieve financial security.

People Oriented

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