Financial Planner - Part Time

Pru Life UK; Philippines; Remoto; PHP 201.000 - 357.000; Tempo parcial

Resumo da vaga

Pru Life UK in the Philippines is seeking a client-focused financial advisor to assess clients' financial needs, goals, and risk tolerance, and to develop customized plans covering investments, insurance, and retirement strategies. You will explain financial concepts, present suitable products, monitor plans, and maintain ongoing relationships with clients.

A 4-year degree is required, and candidates with a laptop or tablet and internet access are preferred.

Qualificações

• Bachelor’s degree or 4-year course completed.
• Must have internet connection and a device (laptop/tablet).
• Open to part-timers, fresh graduates or graduating students without load.
• Strong communication and interpersonal skills.

Responsabilidades

• 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.

Conhecimentos

Financial planning

Needs assessment

Risk assessment

Product recommendations

Client education

Relationship management

Formação

4-year degree

Descrição da vaga

• 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)