Wealth & Financial Planning Advisor

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

Job description

• Conduct thorough financial assessment to understand clients financial goals
• Develop and implement tailored financial plans and investment strategies
• Provide continuous advice and support to clients ensuring their financial plans align with their goals
• Stay update with financial markets, investment products and regulatory changes
• Build and maintain strong client relationships through regular communication and exceptional customer service