Financial Consultant - Part Time - Makati

Pru Life UK - Team Rhod; Makati; On-site; PHP 223,200 - 334,800; Part time

Job summary

A financial services team in Makati is looking for individuals to assess clients' financial needs and develop customized financial plans. Candidates are encouraged to apply regardless of their experience level, making this a great opportunity for part-timers, fresh graduates, and students. Strong communication skills and the ability to build long-term relationships with clients are essential.

Qualifications

• No experience required.
• With internet connection.
• Preferably with laptop or tablet device.
• Open for part-timers, career shifters, fresh graduates, graduating students.

Responsibilities

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

Education

Graduate of at least any 4-year course

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)
• No experience required.