Financial Wealth Planner - Part Time - Bulacan

Pru Life UK; Makati; On-site; PHP 300,000 - 600,000; Full time

Job summary

Pru Life UK in Manila is seeking financial planning professionals to assess client needs, craft personalized financial plans, and recommend suitable investments, insurance, and retirement strategies.

You will educate clients on financial concepts, monitor plans against market changes, and nurture long-term relationships with clients, providing ongoing support.

Qualifications

• Graduate of at least any 4-year course.
• Must have internet connection.
• Preferably with laptop or tablet device.
• Open for part-timers, career shifters, fresh graduates, grad-waiting students.

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' 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 needs analysis

Risk assessment

Product recommendations

Relationship building

Education

4-year degree

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)