Financial Consultant - Part Time

Pru Life UK; Makati; On-site; PHP 120,000 - 240,000; Full time

Job summary

Pru Life UK is seeking a dedicated Financial Advisor in Metro Manila to assess clients' financial needs, goals, and risk tolerance and to develop customized plans. You will recommend products such as mutual funds, stocks, bonds, and insurance and will educate clients while building long-term relationships.

Join a team that values client education, ongoing support, and adaptability to changing market conditions, with opportunities for flexible scheduling and part-time arrangements.

Qualifications

• Graduate of at least any 4-year course.
• Must have stable internet connection.
• Having a laptop or tablet is preferred.

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.

Skills

Financial needs assessment

Risk tolerance assessment

Financial planning

Client education

Relationship management

Education

Bachelor's degree

Job description

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments, insurance, and retirement strategies.
• Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
• Monitor and update clients' financial plans based on market trends and life changes.
• Educate clients on financial concepts and risk management.
• Maintain long-term relationships with clients and provide ongoing support.
• Graduate of at least any 4-year course
• With internet connection
• Preferably with laptop or tablet device
• Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)