Personal Finance Coach

7 days ago


Makati City, National Capital Region, Philippines PruLife UK- Team Christine Full time

Do you have a passion for helping others achieve financial security? We are seeking a dedicated Financial Wealth Planner to join our team at PruLife UK- Team Christine

About the Job

As a Financial Advisor, you will be responsible for guiding clients in making informed financial decisions by providing expert advice on financial planning, investments, insurance, and other financial solutions.

You will work closely with clients to understand their unique financial objectives and develop tailored strategies to help them achieve financial security and success. Your primary responsibilities will include building and maintaining relationships with individual and corporate clients, conducting financial needs analysis to understand clients' goals and risk tolerance, and providing ongoing support and updates to clients as their financial situations evolve.

You will also develop customized financial plans for clients, including savings, investments, insurance, and retirement plans, and offer advice on risk management and wealth-building strategies. In addition, you will educate clients about market trends, product offerings, and financial best practices.

Key Responsibilities
  • Client Relationship Management:
    • Establish and maintain strong relationships with clients to understand their financial needs and goals.
    • Conduct thorough financial needs analysis to identify areas for improvement and develop personalized plans.
  • Financial Planning and Advisory:
    • Develop comprehensive financial plans for clients, taking into account their unique goals and risk tolerance.
    • Offer expert advice on investment strategies, insurance options, and other financial solutions.
  • Sales and Business Development:
    • Identify new business opportunities through networking, referrals, and lead generation.
    • Present and promote financial products that meet clients' needs.
Requirements
  • Bachelor's degree in any field will be considered for qualified candidates.
  • Strong communication and interpersonal 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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