Financial Advisor

Pru Life UK - Team Glen

Дин34.9-61K[Monthly]
Hybrid - PasayNo Exp RequiredBachelorPart-time
Share

Job Description

Benefits

  • Employee Recognition and Rewards

    Commission, Performance Bonus

  • Insurance Health & Wellness

    HMO

  • 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.
  • 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.
Wealth ManagementCommunication SkillsPeople orientedTeam playerStrong communicationSales experience
Preview

Glen Rea

HR OfficerPru Life UK - Team Glen

Working Location

Five E-com, MOA, Pasay City

Posted on 24 July 2025

Explore similar jobs

View more similar jobs

Pru Life UK - Team Glen

Unfinanced / Angel

<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.