Financial Wealth Planner - Hybrid

PruLife UK Team Christine; Makati; On-site; PHP 334,800 - 558,000; Full time

Job summary

A leading financial advisory team in Makati is seeking a Financial Advisor to guide clients in financial decisions. The ideal candidate will develop tailored financial plans, manage client relationships, and proactively seek new clients. A Bachelor's degree is required, and sales experience is a plus. This role offers the opportunity for fresh graduates and career shifters.

Qualifications

• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs.
• Self-motivated, goal-oriented, and able to work independently.

Responsibilities

• Build and maintain relationships with individual and corporate clients.
• Develop customized financial plans for clients.
• Proactively identify new clients through networking and referrals.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving skills

Sales skills

Education

Bachelor’s degree in any field

Job description

As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.

Responsibilities

• Client Relationship Management: Build and maintain relationships with individual and corporate clients.
• Conduct financial needs analysis to understand clients’ goals and risk tolerance.
• Provide ongoing support and updates to clients as their financial situations evolve.
• Financial Planning and Advisory: Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
• Offer advice on risk management and wealth-building strategies.
• Educate clients about market trends, product offerings, and financial best practices.
• Sales and Business Development: Proactively identify new clients through networking, referrals, and lead generation.
• Present and promote financial products that align with clients' needs.
• Meet or exceed sales targets and contribute to the team’s overall performance.
• Training and Development: Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
• Obtain necessary certifications and licenses to practice as a financial advisor.

Qualifications

• Bachelor’s degree in any degree will be considered for qualified candidates
• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
• Self-motivated, goal-oriented, and able to work independently or as part of a team.
• Sales experience is an advantage but not required—training will be provided.
• Open to fresh graduates and career shifters passionate about helping others achieve financial security.