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Financial Advisor

1 week ago

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

We are seeking a highly motivated Financial Planner to join our team at Pru Life UK - Team Rhod.

About the Role
  • We require an individual who can assess clients' financial needs, goals, and risk tolerance.
  • The successful candidate will develop customized financial plans, including investments, insurance, and retirement strategies.
  • We need someone who can recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  • Our ideal candidate will monitor and update clients' financial plans based on market trends and life changes.
  • Educating clients on financial concepts and risk management is essential for this role.
  • Maintaining long-term relationships with clients and providing ongoing support is crucial.
Requirements
  • A graduate of at least any 4-year course is required.
  • An internet connection is necessary.
  • Having a laptop or tablet device is preferred.
  • We are open to part-timers, career shifters, fresh graduates, and graduating students with no more units to take.
  • No experience is required.
Key Skills
  • Active listening skills are essential.
  • Excellent communication skills are required.
  • Strong interpersonal skills are necessary.
  • Analytical skills are crucial for this role.
  • Time management skills are essential.
  • Sales and negotiation skills are required.
  • Problem-solving skills are necessary.
  • Adaptability is crucial.
  • Professional ethics are essential.