Financial Advisor/ WFH Set-Up/ Part-Time/Full-Time

Pru Life UK - Danica Mae Gabat; Quezon City; Hybrid; PHP 334,800 - 390,600; Full time

Job summary

A leading financial services provider in Quezon City is urgently hiring for a full-time Financial Advisor. This role involves providing tailored financial advice, conducting assessments, and developing personalized strategies for clients. Applicants should have strong analytical and communication skills, with a commitment to client satisfaction. Experience is not required, making this an excellent opportunity for new graduates. The position offers a hybrid work environment, allowing flexibility in working hours.

Qualifications

• 0-2 years of experience required.
• Strong analytical and problem-solving skills needed.
• Excellent communication and interpersonal skills are essential.
• Self-motivated with a commitment to client satisfaction is necessary.
• Flexible work environment with part-time/full-time options.

Responsibilities

• Provide financial advice to clients based on their needs.
• Conduct financial assessments to identify investment opportunities.
• Develop personalized financial plans and risk management solutions.
• Stay updated on market trends and regulations.
• Build strong client relationships through effective communication.

Skills

Strong analytical skills

Problem-solving skills

Excellent communication skills

Interpersonal skills

Self-motivated

Client satisfaction commitment

Job description

Urgent ₱30-35K [Monthly] Hybrid - Quezon City No Exp Required Bachelor Full-time

Job Description

• Provide financial advice and guidance to clients based on their individual needs and goals.
• Conduct comprehensive financial assessments to identify areas of improvement and investment opportunities.
• Develop personalized financial plans, investment strategies, and risk management solutions.
• Stay updated on market trends and regulatory changes affecting the financial landscape.
• Build and maintain strong client relationships through effective communication and follow-up.

Requirements

• Experience Level: 0–2 years.
• Skills and Competencies: Strong analytical and problem-solving skills.
• Skills and Competencies: Excellent communication and interpersonal skills.
• Qualities and Traits: Self-motivated with a strong commitment to client satisfaction.
• Working Conditions: Flexible work environment with the option of part-time or full-time schedules.