Financial Advisor

6 days ago

Makati, Philippines PruLife UK - Team Celyn Full time

Hybrid - Makati Fresh Graduate/Student Bachelor Part-time

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Job Description

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.
  • 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.

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