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Financial Expert

1 week ago

Makati City, National Capital Region, Philippines PRU LIFE – Team Zyrine Full time
Job Description

A Licensed Financial Consultant plays a vital role in helping individuals, families, and businesses achieve their long-term financial goals. They assess clients' financial situations, develop personalized financial plans, and recommend suitable financial products and services.

Key Responsibilities:

  • Conduct thorough financial analysis to understand clients' financial needs, goals, and risk tolerance.
  • Develop and implement comprehensive financial plans, including investment, tax, retirement, estate, and insurance planning.
  • Provide expert advice on financial products and services, such as investments, insurance, and annuities.
  • Build and maintain strong relationships with clients, providing ongoing support and guidance.
  • Stay up-to-date with industry developments, regulatory changes, and market trends to maintain expertise.
  • Collaborate with other financial professionals to provide comprehensive financial solutions.
  • Prepare and present financial reports, proposals, and recommendations to clients.
  • Ensure compliance with regulatory requirements, industry standards, and company policies.