
Financial Consultant
4 weeks ago
Description
- Analyze client financial situations and develop personalized financial strategies.
- Provide expert advice on investment opportunities and financial products.
- Build strong relationships with clients to understand their financial goals.
- Educate clients on their financial options and services provided.
- Monitor and review clients’ financial plans and make adjustments as necessary.
- Educational Qualifications: Bachelor’s degree in Finance, Economics, or a related field.
- Experience Level: 1-3 years of experience in financial consulting or advisory roles.
- Skills and Competencies: Strong sales and customer service skills.
- Skills and Competencies: Proficient in financial analysis and investment strategies.
- Qualities and Traits: Excellent communication and interpersonal skills.
- Working Conditions: Comfortable working in a fast-paced, client-focused environment.
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Part-Time - Pru Life UK Financial Consultant
4 days ago
Taguig, Philippines Financial Advisor Full timeOverview Prudential plc provides life and health insurance and asset management, with a focus on Asia and Africa. We help people get the most out of life, by making healthcare affordable and accessible and by promoting financial inclusion. We protect people’s wealth, help them grow their assets, and empower them to save for their goals. The business has...
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Financial Consultant
4 weeks ago
Taguig, Philippines FWD Life Insurance Corporation Full timeJob Summary: As a Financial Solutions Consultant, you will act as an ambassador of FWD to the clients of our partnered bank by helping them celebrate living. Similarly, you will be involved in the implementation of strategic initiatives to build and maintain cordial business relationship with bank partners to grow and retain dedicated sales distribution...
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Financial Consultant
4 weeks ago
Taguig, Philippines Pru Life UK - Team Gizelle Full timeOverview Hybrid - Taguig | 1-3 Years Experience | Bachelor | Part-time Job Description Looking for a meaningful side hustle that can grow into something big? Join our team as a Part-Time Financial Consultant ! We’re on the lookout for driven, positive, and goal-oriented individuals who want to earn extra income, help others secure their financial future,...
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Financial Advisor
4 weeks ago
Taguig, Philippines Team Josh - Prudent Financial Consultants Full time1 day ago Be among the first 25 applicants The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities: Provide financial planning support to clients...
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Sales Financial Consultant
2 weeks ago
Taguig, National Capital Region, Philippines Expounder Corp. Full time ₱300,000 - ₱672,000 per yearSchedule: Monday to Friday, 9:30 AM to 6:30 PMWork Setup: Full-time, Onsite (Taguig, BGC)Salary: Competitive base salary (₱25,000–₱56,000) + performance bonuses and unlimited commissions.Role OverviewThis is a full-time on-site role for a Sales Financial Associate located in Manila, Philippines. The role will be responsible for searching for innovative...
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Financial Consultant
4 weeks ago
Taguig, Philippines FWD Life Insurance Corporation Full timeResponsibilities Provide expert financial advice to clients, ensuring the best financial solutions are recommended. Analyze clients' financial situations and tailor strategies to meet their specific goals. Build and maintain strong client relationships through effective communication and trust. Stay updated on industry trends and changes in regulations...
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Financial Consultant
4 weeks ago
Taguig, Philippines FWD Life Insurance Corporation Full timeDescription Provide expert financial advice to clients to help them achieve their financial goals. Analyze clients' financial situations and develop tailored investment strategies. Prepare and present comprehensive financial plans that suit clients' needs. Educate clients on various financial products and services. Maintain strong client relationships and...
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Financial Consultant
4 weeks ago
Taguig, Philippines FWD Life Insurance Corporation Full timeProvide expert financial advice to clients to help them achieve their financial goals. Analyze clients' financial needs and develop tailored financial plans. Stay updated on market trends and financial products to offer the best solutions. Build strong relationships with clients through effective communication and support. Conduct regular reviews of...
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Senior Applications
2 weeks ago
Taguig, Philippines HRTX Full timeOverview Senior Applications - Workday Financials Consultant About the job The scope of the role is Core Finance covering mainly Purchase-to-Pay, Order-to-Cash, General ledger and reporting. Key aspects of the role are as follows: Maintenance of a lean global chart of accounts structure which delivers both statutory and management accounts.
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Senior Applications
2 weeks ago
Taguig, Philippines HRTX Full timeOverview Senior Applications - Workday Financials Consultant About the job The scope of the role is Core Finance covering mainly Purchase-to-Pay, Order-to-Cash, General ledger and reporting. Key aspects of the role are as follows: Maintenance of a lean global chart of accounts structure which delivers both statutory and management accounts. Account dimension...