Financial Planner - wfh - Bulacan

Pru Life UK; Philippines; On-site; PHP 180,000 - 340,000; Full time

Job summary

Pru Life UK in the Philippines is seeking a financial advisor to assess clients' needs and design tailored financial plans spanning investments, insurance, and retirement strategies.

You will guide clients on products like funds, stocks, bonds, and insurance, monitor plans over time, educate on risk, and build long-term relationships.

Qualifications

• Graduate of at least any 4-year course
• With internet connection
• Preferably with a laptop or tablet device

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.

Skills

Financial planning

Client communication

Risk assessment

Education

4-year degree

Tools

MS Office

Job description

• 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)