Financial Planning Expert

2 weeks ago


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

At PruLife UK- Team Christine, we are seeking a highly skilled Financial Planning Expert to join our team.

About the Role

The ideal candidate will be responsible for guiding clients in making informed financial decisions by providing expert advice on financial planning, investments, and insurance. This includes understanding each client's unique financial goals and tailoring strategies to achieve financial security and success.

Main Responsibilities
  • Client Relationship Management:
    • Build and maintain relationships with individual and corporate clients.
    • Conduct thorough financial needs analysis to comprehend clients' objectives and risk tolerance.
    • Provide ongoing support and updates as clients' financial situations evolve.
  • Financial Planning and Advisory:
    • Develop customized financial plans for clients, encompassing savings, investments, insurance, and retirement planning.
    • Offer guidance on risk management and wealth-building strategies.
    • Educate clients about market trends, product offerings, and best practices in personal finance.
  • Sales and Business Development:
    • Proactively identify new clients through networking, referrals, and lead generation.
    • Promote financial products that align with clients' needs.
    • Achieve sales targets and contribute to the team's overall performance.


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