Financial Planner: Part-Time & Entry-Level Friendly

Pru Life UK; Philippines; On-site; PHP 350,000 - 650,000; Part time

Job summary

A financial services company in the Philippines is looking for candidates to assess clients' financial needs and develop customized financial plans. Ideal applicants should be graduates of any 4-year course and possess strong communication skills. Responsibilities include recommending financial products and maintaining long-term client relationships. This role is open to part-timers and fresh graduates, with opportunities for career shifters.

Qualifications

• Ability to assess clients' financial needs, goals, and risk tolerance.
• Skill in developing customized financial plans.
• Experience in recommending financial products.

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Develop customized financial plans.
• Recommend suitable financial products.
• Monitor and update clients' financial plans.
• Educate clients on financial concepts.
• Maintain long-term relationships with clients.

Education

Graduate of at least any 4-year course

Job description

A financial services company in the Philippines is looking for candidates to assess clients' financial needs and develop customized financial plans. Ideal applicants should be graduates of any 4-year course and possess strong communication skills. Responsibilities include recommending financial products and maintaining long-term client relationships. This role is open to part-timers and fresh graduates, with opportunities for career shifters.