Financial Planner & Advisory Strategist - Part-Time

Pru Life UK

Metro Manila

On-site

PHP 167,000 - 391,000

Part time

3 days ago

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Job summary

Pru Life UK is seeking individuals to assess clients' financial needs and develop customized plans including investments, insurance, and retirement strategies. You will recommend financial products and monitor plans while educating clients and maintaining long-term relationships.

Open to part-timers and fresh graduates with internet access and a device. Ideal candidates have a 4-year degree, strong communication, and a willingness to grow in a client-focused advisory role within the Philippines

Qualifications

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)

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.