Financial Planner

2 weeks ago

Lipa, Philippines Pru Life UK - Team Rhod Full time

Overview

  1. Assess clients' financial needs, goals, and risk tolerance.
  2. Develop customized financial plans, including investments, insurance, and retirement strategies.
  3. Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  4. Monitor and update clients' financial plans based on market trends and life changes.
  5. Educate clients on financial concepts and risk management
  6. Maintain long-term relationships with clients and provide ongoing support.
Qualifications
  • 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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