Part Time Financial Consultant

19 hours ago

Manila, National Capital Region, Philippines Pru Life UK Full time $30,000 - $50,000 per year

Pru Life UK Quezon City, National Capital Region, PhilippinesJoin or sign in to find your next job

Join to apply for the Part Time Financial Consultant role at Pru Life UKPru Life UK Quezon City, National Capital Region, Philippines1 day ago Be among the first 25 applicants

Join to apply for the Part Time Financial Consultant role at Pru Life UKGet AI-powered advice on this job and more exclusive features. A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management.

They assess clients' financial needs and help them make informed decisions to achieve their long-term financial goals. Key ResponsibilitiesMeet with clients to assess their financial needs, goals, and risk tolerance. Develop customized financial plans that align with client objectives.

Provide advice on investments, estate planning, retirement planning, tax strategies, and insurance. Monitor client accounts and investment portfolios to ensure performance and suitability. Stay informed about market trends, financial regulations, and economic conditions.

Build and maintain strong relationships with clients through regular communication. Educate clients on available financial products and services. Ensure compliance with all financial laws and regulations.

Seniority level

Seniority level

Entry level

Employment type

Employment type

Part-time

Job function

Job function

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