Financial Consultant - Part Time - Quezon City

Pru Life UK; Makati; Vor Ort; PHP 240.000 - 420.000; Teilzeit

Zusammenfassung

Pru Life UK in Metro Manila is seeking a motivated financial adviser to assess clients' financial needs, design tailored plans, and recommend investments, insurance, and retirement strategies.

You will monitor plans, educate clients on financial concepts, and maintain long-term relationships. A 4-year degree is required; internet access and a laptop/tablet are preferred. Open to part-time roles, career shifters, fresh graduates, and graduating students with no current units.

Qualifikationen

• 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.
• 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)

Aufgaben

• 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.

Kenntnisse

Financial planning

Client assessment

Risk management

Retirement planning

Product knowledge

Ausbildung

Bachelor's degree (4-year)

Jobbeschreibung

• 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)