Hybrid Part-Time Financial Advisor for Fresh Graduates

PruLife UK - Team Celyn; Makati; Hybrid; PHP 223,200 - 334,800; Part time

Job summary

A leading financial services team is looking for a part-time Client Relationship Manager in Makati. This role is ideal for fresh graduates and career shifters passionate about helping clients achieve financial security. Responsibilities include building relationships with clients, conducting financial analyses, and developing customized financial plans. Strong communication skills and a Bachelor's degree are required. Training will be provided.

Qualifications

• Strong communication skills are essential.
• Ability to analyze client needs and provide recommendations.
• Self-motivated and capable of independent work.

Responsibilities

• Build and maintain relationships with clients.
• Conduct financial needs analysis for clients.
• Develop customized financial plans and offer advice.

Skills

Strong interpersonal and communication skills

Analytical and problem-solving skills

Self-motivated and goal-oriented

Education

Bachelor’s degree in any field

Job description

A leading financial services team is looking for a part-time Client Relationship Manager in Makati. This role is ideal for fresh graduates and career shifters passionate about helping clients achieve financial security. Responsibilities include building relationships with clients, conducting financial analyses, and developing customized financial plans. Strong communication skills and a Bachelor's degree are required. Training will be provided.