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Financial Consultant

4 weeks ago

Makati, Philippines Pru Life UK - Team Rhod Full time

  • Assess clients' financial needs, goals, and risk tolerance.
  • Develop customized financial plans, including investments, insurance, and retirement strategies.
  • Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  • Monitor and update clients' financial plans based on market trends and life changes.
  • Educate clients on financial concepts and risk management.
  • Maintain long-term relationships with clients and provide ongoing support.
  • Graduate of at least any 4-year course
  • With internet connection
  • Preferably with laptop or tablet device
  • Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
  • No experience required.
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