Financial Wealth Planner

4 weeks ago

Makati, Philippines PruLife UK Team Christine Full time

As a Financial Advisor, you will guide clients in making sound financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions. Your role is to understand each client’s unique financial goals and tailor strategies to help them achieve financial security and success.

Responsibilities
  • Client Relationship Management: Build and maintain relationships with individual and corporate clients.
  • Conduct financial needs analysis to understand clients’ goals and risk tolerance.
  • Provide ongoing support and updates to clients as their financial situations evolve.
  • Financial Planning and Advisory: Develop customized financial plans for clients, including savings, investments, insurance, and retirement plans.
  • Offer advice on risk management and wealth-building strategies.
  • Educate clients about market trends, product offerings, and financial best practices.
  • Sales and Business Development: Proactively identify new clients through networking, referrals, and lead generation.
  • Present and promote financial products that align with clients' needs.
  • Meet or exceed sales targets and contribute to the team’s overall performance.
  • Training and Development: Participate in training programs to stay updated on financial products, market conditions, and industry regulations.
  • Obtain necessary certifications and licenses to practice as a financial advisor.
Qualifications
  • Bachelor’s degree in any degree will be considered for qualified candidates
  • Strong interpersonal and communication skills, both verbal and written.
  • Analytical and problem-solving skills to assess client needs and provide suitable recommendations.
  • Self-motivated, goal-oriented, and able to work independently or as part of a team.
  • Sales experience is an advantage but not required—training will be provided.
  • Open to fresh graduates and career shifters passionate about helping others achieve financial security.
#J-18808-Ljbffr

  • Financial Wealth Planner

    2 weeks ago

    Makati, Philippines One Zenith Full time

    One Zenith Makati, National Capital Region, Philippines Job Description: Setting of appointments Identify client’s financial goals through online or face-to-face meetings and needs-based interviews Provide after sales service by performing policy updates and policy reviews Part Time Income 15K-30K Work from Home - Flexible Schedule HMO and Group...

  • URGENT HIRING: FINANCIAL WEALTH PLANNER

    4 weeks ago

    Makati, Philippines FWD D11 District Full time

    Overview URGENT HIRING: FINANCIAL WEALTH PLANNER (PART TIME | FULL TIME) We are FWD Life Insurance Corporation (FWD Insurance), part of pan-Asian insurer FWD Group and one of the fastest-growing insurers in the Philippines. Our vision is to change the way people feel about insurance – one that is more human and caring, using digital technology to deliver...

  • Insurance Agent

    4 weeks ago

    Makati, Philippines DMP INSURANCE (FWD PHILIPPINES) Full time

    Overview Company: FWD Philippines Location: Remote (Work from Home) Position Type: Part-time, Commission-based Responsibilities FWD Philippines is seeking motivated individuals to join our team as Financial Wealth Planners. As a Financial Wealth Planner, you will be responsible for helping individuals and families achieve their financial goals through...

  • Financial Wealth Planner

    2 weeks ago

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

    Qualifications:Third Year College Level with 2 years experienced any kind of work or College GraduateHardworking and Team PlayerNo experience needed (trainings will be provided)Job Description:Setting of appointmentsIdentify client's financial goals through online or face-to-face meetings and needs-based interviewsProvide after sales service by performing...

  • Wealth Acquisition Relationship Manager

    4 weeks ago

    Makati, Philippines RCBC Full time

    Job Summary The Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base of the bank by onboarding new-to-bank clients into the Wealth Management portfolio. This position requires a combination of sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs)...

  • [Urgent] Part-Time Financial Consultant

    4 weeks ago

    Makati, Philippines Your Next-Gen Financial Advisors Full time

    Overview A Financial Consultant / Financial Advisor serves as a professional guide, helping individuals, families, and businesses achieve financial security and long-term wealth goals. The role includes educating clients on financial products, creating tailored financial plans, and offering solutions that address various financial needs. At Your Next-Gen...

  • Relationship Manager

    6 days ago

    Makati, Philippines Robert Walters Full time

    Relationship Manager - Wealth Management An opportunity for a Relationship Manager within the Wealth Management division at one of the Philippines’ most respected and expanding universal banks. As a Relationship Manager, you will play a pivotal role in nurturing and growing relationships with high-net-worth individuals, providing them with tailored...

  • Financial Wealth Planner/Manager

    7 days ago

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

    Qualifications: College Graduates (4yrs) even without working experience Hardworking & Team Player Willing to be trained College Level with 2 yr working experienceJob Description: Setting of appointments Identify client's financial goals through online or face-to-face meetings and need-based analysis interviews Provide after sales service by performing...

  • Senior Wealth Administrator

    3 days ago

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

    Grow Wealth, Grow Balance - Build a Career That Values Both Make an impact in the world of finance while keeping your personal life in perfect harmony. Here, your expertise helps shape financial success stories-and your weekends remain yours to enjoy. Join a team that believes professional excellence shouldn't come at the expense of personal balance. In...

  • Relationship Associate

    4 weeks ago

    Makati, Philippines RCBC Full time

    Job Summary Responsible for servicing and maintaining accounts of high net worth clients. Assists the Relationship Managers with tasks and projects being undertaken. How will you contribute? Assists the Relationship Manager (RM) in regularly and continuously servicing Wealth Management clients that provide substantial businesses to the Bank in terms of...