Financial Advisor
Pru Life UK - Team Glen
Job Description
Benefits
Employee Recognition and Rewards
Commission, Performance Bonus
Insurance Health & Wellness
HMO
Description
- Provide personalized financial advice to clients based on their goals and risk tolerance.
- Analyze financial data and develop investment strategies.
- Educate clients on investment options, retirement planning, and tax strategies.
- Monitor and adjust client portfolios to ensure alignment with financial objectives.
- Build and maintain strong client relationships through regular communication.
- Advise clients on financial products, create tailored investment strategies, and maintain client relationships.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Business, or related field.
- Experience Level: No prior experience required; training provided.
- Skills and Competencies: Strong communication, sales experience, and people-oriented approach; adept in wealth management.
- Working Conditions: Office setting with potential client meetings; flexible hours.
- Qualities and Traits: Team player, motivated, and committed to helping clients achieve financial goals.
Glen Rea
HR OfficerPru Life UK - Team Glen
Active within three days
Working Location
Five E-com, MOA, Pasay City
Posted on 24 July 2025
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