Financial Solutions Consultant

Pru Like UK - Team Mark

HK$8.5-11.3K[Mensual]
Hibrida - MakatiGraduado/Estudiante frescoBaceleroParte-tiempo
Compartir

Descripción del trabajo

Beneficios

  • Reconocimiento y Recompensas de Empleados

    Comisión, Regalos trimestrales

  • Seguro de salud y bienestar

    HMO

  • Desarrollo profesional

    Desarrollo profesional

  • Balance de vida laboral

    Horas flexibles, Trabajo desde casa

Leer más

Descripción

As a Financial Advisor at Pru Life UK, you will play a critical role in guiding clients toward financial security and independence. Your primary responsibility will be to provide expert advice on how clients can effectively manage their finances, invest wisely, and prepare for future goals. This role requires both strategic thinking and strong relationship-building skills.


  • Meet individually with clients to assess their financial goals, risk appetite, income, expenses, and asset portfolio
  • Offer strategic financial advice tailored to each client's needs, including insurance, investments, and debt management
  • Facilitate transactions such as securing stocks, bonds, and setting up savings or investment accounts
  • Transfer funds in compliance with industry and government regulations
  • Conduct market research to remain informed on financial trends and opportunities
  • Prepare and present financial documents, including income projections, investment proposals, and reports
  • Ensure strict adherence to industry regulations and ethical standards
  • Actively identify and pursue new client opportunities to grow and sustain a robust client base

Requisito

  • Bachelor’s Degree holder (Fresh graduates are encouraged to apply)
  • Residing in or near Metro Manila is preferred
  • Strong analytical and decision-making abilities
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • High level of integrity, professionalism, and customer focus


Benefits:

  • Remote work option
  • Flexible working hours
  • Part-time income opportunities
  • Local and international travel incentives
  • Ongoing training and professional development


Join Pru Life UK and make a difference in people's lives by helping them achieve financial confidence and stability.


Apply today and start building your future while helping others secure theirs!

Habilidades de comunicaciónHabilidades Interpersonales
Preview

Mark Anthony Ramos

Financial Advisor Pru Like UK - Team Mark

Activo en tres días

Ubicación laboral

Polaris. Polaris, Makati, Metro Manila, Philippines

Publicado el 06 May 2025

Recordatorio de seguridad del jefe

Si la posición requiere que trabajes en el extranjero, por favor ten cuidado y ten cuidado con el fraude.

Si encuentras a un empleador que tiene las siguientes acciones durante tu búsqueda de empleo, por favor repórtalo inmediatamente

  • retiene tu ID,
  • requiere que usted proporcione una garantía o recoja la propiedad,
  • le obliga a invertir o recaudar fondos.
  • recauda beneficios ilícitos,
  • u otras situaciones ilegales.