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Personal Finance Consultant

1 week ago

Makati City, National Capital Region, Philippines Pru Life UK - Team Rhod Part time

We are seeking a skilled Financial Planner to join our team at Pru Life UK - Team Rhod.

About the Role
  • The ideal candidate will have strong analytical skills and be able to assess clients' financial needs, goals, and risk tolerance.
  • Developing customized financial plans, including investments, insurance, and retirement strategies, is also a key aspect of this role.
  • We are looking for someone who can recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  • Maintaining long-term relationships with clients and providing ongoing support is crucial in this position.
Key Responsibilities
  • Assessing clients' financial situations and identifying areas for improvement.
  • Developing and implementing customized financial plans that meet clients' goals and objectives.
  • Recommend suitable financial products and services to clients.
  • Maintaining regular contact with clients to ensure their financial plans are on track.
Requirements
  • A minimum of a 4-year degree is required for this role.
  • Strong analytical and problem-solving skills are essential.
  • Excellent communication and interpersonal skills are required.
  • No experience is required, but it is beneficial if you have a laptop or tablet device.