Financial Planner - Part Time

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

Job summary

A financial services team located in Metro Manila is seeking individuals to assess clients' financial needs and develop customized financial plans. The ideal candidate should be a graduate of a 4-year course, with no prior experience needed. This position is open to part-timers, fresh graduates, and graduating students. Candidates should have internet access and preferably a laptop or tablet.

Qualifications

• No experience required.
• With internet connection.
• Preferably with laptop or tablet device.

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans, including investments and insurance.
• Recommend suitable financial products like mutual funds and stocks.
• Monitor and update clients' financial plans based on market trends.
• Educate clients on financial concepts and risk management.

Education

Graduate of at least any 4-year course

Job description

1. Assess clients' financial needs, goals, and risk tolerance.
2. Develop customized financial plans, including investments, insurance, and retirement strategies.
3. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
4. Monitor and update clients' financial plans based on market trends and life changes.
5. Educate clients on financial concepts and risk management
6. 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