Financial Consultant

PruLife UK - Team Jed

£398-796[Monthly]
Hybrid - MakatiFresh Graduate/StudentBachelorPart-time
Share

Job Description

Description

  • Evaluate clients' financial status and goals.
  • Develop personalized financial plans and investment strategies.
  • Advise on risk management and asset allocation.
  • Monitor client portfolios and adjust strategies as needed.
  • Provide ongoing support and education on financial topics.
  • Maintain compliance with industry regulations.

Requirements

  • Educational Qualifications: Any Bachelor’s degree
  • Experience Level: Fresh graduate or student with internship experience preferred.
  • Skills and Competencies: Strong consultative sales and online sales skills, analytical thinking, and client relationship management.
  • Responsibilities and Duties: Provide financial advice, develop tailored financial plans, and assist clients in achieving their financial goals.
  • Working Conditions: Office environment with opportunities for remote work and flexible hours.
  • Qualities and Traits: Excellent communication skills, proactive attitude, and strong problem-solving abilities.
Consultative SalesOnline Sales
Preview

Jade Calabag

OwnerPruLife UK - Team Jed

Working Location

7th floor, Polaris

Posted on 12 March 2025

Explore similar jobs

View more similar jobs

PruLife UK - Team Jed

Other

<50 Employees

Insurance & Superannuation

View jobs hiring

Report this job

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.