Financial Advisor

Pru Life Insurance Corporation of U.K - Black Orcas

₱20-30K[Monthly]
Hybrid - PasigNo Exp RequiredBachelorPart-time
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Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus, Employee of the Month Award, Incentives

  • Professional Development

    Job Training

  • Work-Life Balance

    Flexible Hours, Work from Home

Description

  • Provide personalized financial planning and investment advice.
  • Assess clients' financial situations and goals.
  • Develop tailored strategies for wealth management.
  • Stay updated on financial regulations and market trends.
  • Build and maintain strong client relationships.
  • Monitor and adjust clients' portfolios as needed.
  • Educate clients on financial products and services.

Requirements

  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
  • Experience Level: No prior experience required; recent graduates are encouraged to apply.
  • Skills and Competencies: Strong interpersonal and communication skills, knowledge of wealth management strategies.
  • Responsibilities and Duties: Assist clients in financial planning, provide investment advice, and manage client portfolios.
  • Working Conditions: Office environment with occasional client meetings; flexible hours may apply.
  • Qualities and Traits: Analytical mindset, proactive, empathetic, and detail-oriented.
Interpersonal SkillsCommunication SkillsWealth Management
Preview

Darwin Valeriano

HR OfficerPru Life Insurance Corporation of U.K - Black Orcas

Active within three days

Working Location

Unit 805, One Corporate Centre, Julia Vargas Avenue, Meralco Ave, Ortigas Center, Pasig, Metro Manila, Philippines

Posted on 27 March 2025

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Pru Life Insurance Corporation of U.K - Black Orcas

Unfinanced / Angel

>1000 Employees

Insurance & Superannuation

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PRU LIFE UK

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