Financial Consultant

Pru Life UK - Royals Branch - Prince Perez

Pasay

On-site

PHP 223,200 - 446,400

Part time

14 days+

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Benefits offered by this job

Commission

Performance Bonus

Employee Recognition Program

Health Insurance

Life Insurance

Mentorship Program

Professional Development

Job summary

A financial consulting firm in Metro Manila seeks a part-time Financial Consultant to provide expert guidance on financial management, help clients achieve their financial goals, and develop customized strategies. Ideal candidates should have 1-3 years of experience and a Bachelor's Degree. This hybrid role offers various benefits including health insurance and performance bonuses.

Qualifications

Must have 1-3 years of experience in financial consulting.
Ability to create customized financial strategies for clients.
Strong understanding of investments, insurance, and budgeting.

Responsibilities

Provide clients with expert guidance on managing finances.
Assess clients' financial situations and develop customized strategies.
Offer ongoing support in investments, taxes, and budgeting.

Skills

Client relationship management

Financial analysis

Investment strategies

Retirement planning

Tax planning

Education

Bachelor’s Degree

Job description

Financial Consultant

Pru Life UK - Royals Branch - Prince Perez

Salary: ₱20-40K [Monthly]

Employment Type: Part-time, Hybrid - Pasay

Experience: 1-3 Years

Education: Bachelor’s Degree

Job Description

Provides clients with expert guidance on managing finances, building wealth, and achieving long-term financial goals. This role involves assessing clients’ financial situations, developing customized strategies, and offering ongoing support in areas such as investments, retirement planning, insurance, taxes, and budgeting.

Working Location

FiveE-com Center Harbor Tower, Harbor Dr, Pasay City, Metro Manila, Philippines

Benefits