Financial Solutions Consultant

1 week ago

Cavite City, Philippines Pru Like UK - Team Mark Full time

Overview As a Financial Advisor at Pru Life UK , you will play a critical role in guiding clients toward financial security and independence. Your primary responsibility will be to provide expert advice on how clients can effectively manage their finances, invest wisely, and prepare for future goals. This role requires both strategic thinking and strong relationship-building skills. Responsibilities Meet individually with clients to assess their financial goals, risk appetite, income, expenses, and asset portfolio Offer strategic financial advice tailored to each client's needs, including insurance, investments, and debt management Facilitate transactions such as securing stocks, bonds, and setting up savings or investment accounts Transfer funds in compliance with industry and government regulations Conduct market research to remain informed on financial trends and opportunities Prepare and present financial documents, including income projections, investment proposals, and reports Ensure strict adherence to industry regulations and ethical standards Actively identify and pursue new client opportunities to grow and sustain a robust client base Qualifications Bachelor’s Degree holder (Fresh graduates are encouraged to apply) Residing in or near Metro Manila is preferred Strong analytical and decision-making abilities Excellent communication and interpersonal skills Ability to work independently and as part of a team High level of integrity, professionalism, and customer focus Benefits Remote work option Flexible working hours Part-time income opportunities Local and international travel incentives Ongoing training and professional development Join Pru Life UK and make a difference in people's lives by helping them achieve financial confidence and stability. Apply today and start building your future while helping others secure theirs #J-18808-Ljbffr

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