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

Pru Life UK; Quezon City; Hybrid; PHP 279,000 - 446,400; Part time

Job summary

Pru Life UK in Quezon City is hiring an entry-level Financial Advisor to provide personalized financial advice and guidance. The candidate will conduct financial assessments, develop strategies, and build strong client relationships. Applicants should possess strong analytical and communication skills, and have a commitment to client satisfaction. Flexible work schedules are available, offering part-time or full-time options.

Qualifications

• Entry-level position requiring 02 years of experience in financial advisory.
• Self-motivated with a strong commitment to client satisfaction.
• Ability to analyze and identify areas for financial improvement.

Responsibilities

• Provide financial advice and guidance to clients.
• Conduct comprehensive financial assessments.
• Develop personalized financial plans and investment strategies.
• Stay updated on market trends and regulations.
• Build and maintain client relationships.

Skills

Strong analytical skills

Excellent communication skills

Problem-solving skills

Job description

Responsibilities

• 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: Entry-level: 02 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.