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Personal Finance Specialist Position

3 weeks ago

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

Pru Life UK - Team Rhod seeks a skilled Financial Planner to create and implement personalized financial plans for clients. The ideal candidate will have strong analytical and interpersonal skills, as well as excellent communication and problem-solving abilities.

Responsibilities
  • Assess clients' financial needs and develop customized financial plans.
  • Recommend suitable financial products and services.
  • Maintain long-term relationships with clients and provide ongoing support.
Requirements
  • Bachelor's degree from any 4-year course.
  • Strong analytical and interpersonal skills.
  • Excellent communication and problem-solving abilities.
  • Internet connection and laptop or tablet device required.