Financial Planner

2 weeks ago

Makati, Philippines Pru Life U.K Full time

Pru Life UK is a leading life insurance company in the Philippines, established in 1996. It is a local subsidiary of the global financial services group Prudential plc, which has a heritage of over 170 years in providing life insurance, asset management, and retirement solutions. The company is known as a pioneer in bringing investment‑linked life insurance (often called unit‑linked or Variable Universal Life – VUL) to the Philippines, including being one of the first to distribute US dollar‑denominated unit‑linked policies. Role Description This is a part‑time hybrid role for a Financial Planner. The Financial Planner will be responsible for creating and implementing personalized financial plans, managing clients' financial portfolios, providing advice on retirement planning, and assisting clients in achieving their financial goals. The role is based in Makati, and while some work can be performed from home, there are in‑office requirements as well. Qualifications Financial Planning and Personal Financial Planning skills Finance and Retirement Planning skills Strong analytical and organizational skills Excellent client relationship management skills Ability to work independently and as part of a team in a hybrid environment Bachelor's degree holder of any course. Seniority level Entry level Employment type Part‑time Job function Finance and Sales #J-18808-Ljbffr

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    5 days ago

    Makati, Philippines One Zenith Full time

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  • Licensed Financial Wealth Planner

    1 week ago

    Makati, Philippines One Zenith Full time

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    2 weeks ago

    Makati City, National Capital Region, Philippines One Obsidian Full time ₱600,000 - ₱1,200,000 per year

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  • Retail Inventory Planner

    4 days ago

    Makati City, National Capital Region, Philippines Private Advertiser Full time ₱900,000 - ₱1,200,000 per year

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    7 days ago

    Makati, Philippines Dentsu Aegis Network Ltd. Full time

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  • Financial Wealth Planner

    1 week ago

    Makati City, National Capital Region, Philippines One Zenith Full time ₱144,000 - ₱480,000 per year

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  • Retail Inventory Planner

    4 days ago

    Makati City, National Capital Region, Philippines Radix HR Full time ₱100,000 - ₱120,000 per year

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  • Financial Wealth Planner

    1 week ago

    Makati, Philippines PruLife UK Team Christine Full time

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    2 weeks ago

    Makati City, National Capital Region, Philippines Royal Caribbean Group Full time $80,000 - $120,000 per year

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    3 days ago

    Makati City, National Capital Region, Philippines One Zenith Full time ₱30,000 - ₱72,000 per year

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