Part-Time Financial Planning Advisor

Pru Life UK; Philippines; On-site; PHP 335,000 - 670,000; Full time

Job summary

Pru Life UK in the Philippines is seeking a client-facing financial advisor to assess clients' financial needs, goals, and risk tolerance. You will develop customized financial plans covering investments, insurance, and retirement strategies.

You will educate clients on financial concepts, monitor plans with market trends, and maintain long-term relationships by providing ongoing support and guidance.

Qualifications

• Graduate of a 4-year course.
• Must have internet connection.
• Laptop or tablet preferred.
• Open for part-timers, career shifters, fresh graduates, grad-waiting.

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.

Education

4-year college degree

Job description

Pru Life UK in the Philippines is seeking a client-facing financial advisor to assess clients' financial needs, goals, and risk tolerance. You will develop customized financial plans covering investments, insurance, and retirement strategies.

You will educate clients on financial concepts, monitor plans with market trends, and maintain long-term relationships by providing ongoing support and guidance.