Hybrid/Remote Financial Coach – Personal Wealth Planner

Pru Life UK; Mandaluyong; Hybrid; PHP 500,000 - 800,000; Full time

Benefits offered by this job

Flexible work arrangements

Performance-based compensation

Professional development support

Incentives and bonuses

Job summary

Pru Life UK is looking for a Financial Coach based in Metro Manila to provide expert financial guidance and help clients achieve their financial goals. This role involves assessing clients' financial situations, developing customized plans, and advising on investments.

The ideal candidate should have a Bachelor's degree and strong skills in financial planning. Flexible work arrangements are available, along with a performance-based compensation structure and opportunities for professional development.

Qualifications

• Knowledgeable in financial advisory with a client-focused approach.
• Understanding of investment planning and risk management.
• Must reside in Metro Manila or nearby areas.

Responsibilities

• Assess clients' financial goals and current situations.
• Develop customized financial plans including investments and insurance.
• Advise clients on asset allocation and investment options.
• Monitor clients accounts and review financial plans regularly.
• Stay informed about financial trends and regulations.
• Cultivate long-term client relationships through communication.
• Comply with industry rules and regulations.
• Generate new business through referrals and networking.

Skills

Client-focused financial advisory

Investment planning

Risk management

Estate planning

Education

Bachelor's degree in any four-year course

Job description

Pru Life UK is looking for a Financial Coach based in Metro Manila to provide expert financial guidance and help clients achieve their financial goals. This role involves assessing clients' financial situations, developing customized plans, and advising on investments.

The ideal candidate should have a Bachelor's degree and strong skills in financial planning. Flexible work arrangements are available, along with a performance-based compensation structure and opportunities for professional development.