Financial Consultant

Pru Life UK; Quezon City; On-site; PHP 400,000 - 600,000; Full time

Job summary

Pru Life UK is looking for a Financial Advisor in Quezon City, Philippines. The role involves providing expert financial advice tailored to clients' unique situations and conducting market research to identify investment opportunities. Candidates should have a bachelor's degree in Finance or related fields and 2 years of experience. Strong interpersonal and analytical skills are required for effective communication and client satisfaction. The position is office-based with potential for remote meetings.

Qualifications

• 2 years of experience in financial advising.
• Ability to communicate complex information clearly to clients.

Responsibilities

• Provide expert financial advice to clients based on their unique financial situations.
• Conduct thorough market research to identify potential investment opportunities.
• Assist clients in understanding financial products including investments, insurances, and future sales.
• Maintain long‑term relationships with clients and ensure ongoing client satisfaction.
• Stay updated on financial regulations and trends affecting clients' investments.

Skills

Strong interpersonal skills

Detail-oriented

Analytical skills

Education

Bachelors degree in Finance, Economics, or a related field

Job description

Responsibilities

• Provide expert financial advice to clients based on their unique financial situations.
• Conduct thorough market research to identify potential investment opportunities.
• Assist clients in understanding financial products including investments, insurances, and future sales.
• Maintain long‑term relationships with clients and ensure ongoing client satisfaction.
• Stay updated on financial regulations and trends affecting clients' investments.

Requirements

• Educational Qualifications: Bachelors degree in Finance, Economics, or a related field.
• Experience Level: 2 years.
• Skills and Competencies: Strong interpersonal skills and people‑oriented mindset.
• Responsibilities and Duties: Ability to communicate complex information clearly to clients.
• Working Conditions: Office‑based with potential for remote meetings.
• Qualities and Traits: Detail‑oriented with strong analytical skills.