Strategic Wealth Advisor | Flexible Schedule + Commission

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

Job summary

Pru Life UK in the Philippines is seeking a Wealth Advisor to explain the type of financial services to clients, assess their situations, and present sound financial plans designed to help them achieve their goals. You will work with individuals and families to map out suitable strategies and build trust through clear guidance.

As a full-time advisor, you will build trust, guide clients through strategies, monitor progress, and work within a flexible schedule.

Qualifications

Responsibilities

• Explain the type of financial services to clients.
• Assess clients' financial situations and goals.
• Present sound financial plans designed to help clients achieve their goals.
• Build trust and guide clients through strategies.
• Monitor progress and adapt plans within a flexible schedule.

Job description

Pru Life UK in the Philippines is seeking a Wealth Advisor to explain the type of financial services to clients, assess their situations, and present sound financial plans designed to help them achieve their goals. You will work with individuals and families to map out suitable strategies and build trust through clear guidance.

As a full-time advisor, you will build trust, guide clients through strategies, monitor progress, and work within a flexible schedule.