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Financial Consultant - Full Time, Makati

Financial Consultant - Full Time, Makati
Description
  • Assess clients' financial needs, goals, and risk tolerance.
  • Develop customized financial plans, including investments, insurance, and retirement strategies.
  • Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
  • Monitor and update clients' financial plans based on market trends and life changes.
  • Educate clients on financial concepts and risk management
  • Maintain long-term relationships with clients and provide ongoing support.
Highlights
  • Company name
    Pru Life UK - Team Rhod
  • Job position
    Financial Consultant - Full Time
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Financial Consultant - Full Time has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.

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