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Career Development Financial Specialist

1 week ago

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

At Pru Life UK - Team Rhod, we are seeking a skilled Financial Planner to join our team.

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.
Requirements
  • A graduate of at least any 4-year course is required for this role.
  • Possessing excellent communication and interpersonal skills is essential.
  • No experience is required, but it is beneficial if you have a laptop or tablet device.
  • This role is open to part-timers, career shifters, fresh graduates, graduating students with no more units to take.
Skills Required
  • Active Listening
  • Communication Skills
  • Interpersonal Skills
  • Analytical Skills
  • Sales/Negotiation Skills
  • Problem-solving
  • Adaptability
  • Professional Ethics