Financial Services Specialist

3 days ago


Taguig, National Capital Region, Philippines Pru Life UK Full time
Financial Consultant Role

At Pru Life UK, we are seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial objectives.

Key Responsibilities:
  • Client Meetings: Meet individually with clients to understand their financial goals, risk tolerance, income, expenses, and assets.
  • Strategic Advice: Offer expert advice on investment products, insurance coverage, and debt management tools to help clients make informed decisions.
  • Financial Planning: Develop and implement personalized financial plans to help clients achieve their goals.
  • Market Research: Stay up-to-date with the latest financial trends and market research to provide clients with the best possible advice.
  • Compliance: Ensure all financial plans and advice are compliant with industry regulations and laws.

Requirements: To be successful in this role, you will need excellent communication and interpersonal skills, as well as a strong understanding of financial products and services. You will also need to be able to work independently and as part of a team.



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