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Wealth Management Expert

2 weeks ago

Manila, National Capital Region, Philippines 153 Life Insurance Agency Full time

Wealth Management Consultant at Prulife UK

About Us

Pru Life UK is a leading life insurance company in the Philippines, committed to providing accessible and affordable health and wealth protection solutions.

Our company has a large agency force of over 39,000 licensed financial advisers and is known for pioneering investment-linked insurance in the country.

We are headquartered in Uptown Bonifacio, Taguig City.

Role Description

This part-time on-site role involves providing financial planning, retirement planning, investment, and financial advisory services to clients on a day-to-day basis.

Responsibilities
  • Provide financial planning and retirement planning services to clients
  • Offer investment advice and financial guidance to clients
Requirements

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
Seniority level

Entry level

Employment type

Part-time

Job function

Finance and Sales