Wealth Advisor & Financial Planner for Clients

PruLife UK Team Christine; Makati; On-site; PHP 223,200 - 446,400; Full time

Job summary

A financial services team in Makati is seeking a Financial Advisor to provide expert guidance on financial planning and investments. You will build client relationships, perform needs analysis, and develop financial strategies to help clients achieve their goals. Ideal candidates have strong communication skills, a bachelor's degree, and a passion for helping others. Sales experience is advantageous but not required, as training will be provided. Competitive compensation and opportunities for growth are available.

Qualifications

• Strong interpersonal and communication skills, both verbal and written.
• Analytical and problem-solving skills to assess client needs.
• Self-motivated and goal-oriented.

Responsibilities

• Build and maintain relationships with clients.
• Conduct financial needs analysis.
• Develop customized financial plans.
• Provide ongoing support to clients.
• Proactively identify new clients.
• Meet or exceed sales targets.

Skills

Interpersonal skills

Analytical skills

Communication skills

Sales skills

Education

Bachelor’s degree

Job description

A financial services team in Makati is seeking a Financial Advisor to provide expert guidance on financial planning and investments. You will build client relationships, perform needs analysis, and develop financial strategies to help clients achieve their goals. Ideal candidates have strong communication skills, a bachelor's degree, and a passion for helping others. Sales experience is advantageous but not required, as training will be provided. Competitive compensation and opportunities for growth are available.