Wealth Planner & Client Growth Advisor

PruLife UK - Team Celyn; Makati; Remote; PHP 360,000 - 720,000; Full time

Job summary

A financial services company in Makati seeks a Financial Advisor to help clients navigate financial planning and investment strategies. Successful candidates will build relationships and design personalized financial plans. A Bachelor’s degree is required, and excellent communication skills are essential. This role offers the opportunity to support clients in achieving their financial goals while building a rewarding career.

Qualifications

• Excellent verbal and written communication skills.
• Proficient in analyzing and solving problems.
• Self-driven and capable of working independently.

Responsibilities

• Build and nurture relationships with clients.
• Design personalized financial plans.
• Seek new clients through networking.

Skills

Excellent communication skills

Problem analysis

Interpersonal abilities

Goal-focused

Sales

Education

Bachelor’s degree in any field

Job description

A financial services company in Makati seeks a Financial Advisor to help clients navigate financial planning and investment strategies. Successful candidates will build relationships and design personalized financial plans. A Bachelor’s degree is required, and excellent communication skills are essential. This role offers the opportunity to support clients in achieving their financial goals while building a rewarding career.