Financial Consultant

Pru Life UK - Monica Ramiento; Pasig; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services firm in Metro Manila is seeking a Junior Financial Advisor to assist clients in understanding their financial options and planning for future goals. The role involves conducting assessments, providing tailored investment strategies, and monitoring financial plans. Ideal candidates should possess a Bachelor’s degree in a relevant field, strong analytical skills, and excellent communication abilities. Flexible working hours are required to accommodate client needs.

Qualifications

• Educational Qualifications: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Experience Level: Junior (0–2 years).
• Skills and Competencies: Strong analytical skills and attention to detail.

Responsibilities

• Assist clients in understanding their financial options and planning for future financial goals.
• Conduct comprehensive financial assessments to determine clients' needs.
• Provide tailored investment strategies based on individual risk profiles.
• Monitor and review clients' financial plans regularly, adjusting as necessary.
• Educate clients on market conditions and investment opportunities.

Skills

Analytical skills

Attention to detail

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field

Job description

Description

• Assist clients in understanding their financial options and planning for future financial goals.
• Conduct comprehensive financial assessments to determine clients' needs.
• Provide tailored investment strategies based on individual risk profiles.
• Monitor and review clients' financial plans regularly, adjusting as necessary.
• Educate clients on market conditions and investment opportunities.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Experience Level: Junior (0–2 years).
• Skills and Competencies: Strong analytical skills and attention to detail.
• Qualities and Traits: Excellent communication and interpersonal skills.
• Responsibilities and Duties: Ability to build and maintain client relationships.
• Working Conditions: Willingness to work flexible hours to accommodate client needs.