Financial Consultant

Royals Branch - PRU Life UK; Pasay; On-site; PHP 279,000 - 502,200; Full time

Job summary

A financial services company in the Philippines is looking for a motivated financial advisor to provide expert financial advice and develop tailored financial plans for clients. The ideal candidate will have a Bachelor’s degree, strong analytical and communication skills, and a proactive attitude. Responsibilities include analyzing financial situations and conducting regular portfolio reviews.

Qualifications

• 0-1 year of experience in financial consulting or a related field.
• Proactive approach and willingness to learn.

Responsibilities

• Provide expert financial advice to clients.
• Analyze clients' financial situations and develop tailored financial plans.
• Conduct regular reviews of clients' portfolios.

Skills

Strong analytical skills

Excellent communication skills

Interpersonal skills

Education

Any course with Bachelor’s degree

Job description

• Provide expert financial advice to clients to help them achieve their financial goals.
• Analyze clients' financial situations and develop tailored financial plans.
• Conduct regular reviews of clients' portfolios and suggest adjustments as needed.
• Build and maintain strong relationships with clients through effective communication and support.

Requirements

• Educational Qualifications: Any course with Bachelor’s degree
• Experience Level: 0-1 year of experience in financial consulting or a related field.
• Skills and Competencies: Strong analytical skills and attention to detail.
• Skills and Competencies: Excellent communication and interpersonal skills.
• Qualities and Traits: Proactive approach and willingness to learn.