Wealth Advisor

Pru Life UK; Philippines; On-site; PHP 420,000 - 660,000; Full time

Benefits offered by this job

Flexible schedule

Attractive commissions

Fixed monthly allowance

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.

As a full-time advisor, you will build trust, guide clients through strategies, monitor progress, and work within a flexible schedule. The role offers attractive commissions and a fixed monthly allowance for qualified candidates.

Responsibilities

• Explains the type of financial services to the clients
• Assess the client's financial situation to present a financial plan
• Develops financial strategies by guiding the client to establish and achieve financial goals
• Monitors client's financial situation

Job description

Apply for the Wealth Advisor role at Pru Life UK.

Benefits

• Offers a flexible schedule, attractive commissions, and a fixed monthly allowance for qualified candidates

Responsibilities

• Explains the type of financial services to the clients
• Assess the client's financial situation to present a financial plan
• Develops financial strategies by guiding the client to establish and achieve financial goals
• Monitors client's financial situation

Seniority level

Not Applicable

Employment type

Full-time

Job function

Insurance