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Part-time WFH - Financial Advisor

Pru Life UK

3.0
18 reviews
Pru Life UK
Job Type   /   Job Level
Part-time   /   Others/Any
Company Location
Philippines
Description

  • Provide financial advice to clients based on their financial situation and goals.
  • Assist clients in developing a personalized financial plan.
  • Monitor and review clients' financial progress regularly.
  • Educate clients about investment strategies and financial products.
  • Build and maintain long-term relationships with clients.

Requirements

  • Educational Qualifications: Bachelor's degree in Finance, Business, or a related field preferred.
  • Experience Level: Entry-level (02 years).
  • Skills and Competencies: Strong communication and interpersonal skills.
  • Qualities and Traits: Analytical thinker with attention to detail.
  • Responsibilities and Duties: Ability to work independently and remotely.
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