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Financial Advisor, Makati

Financial Advisor, Makati
Description

Job Title: Financial Advisor

Location: Makati

Company: Pru Life UK

Employment Type: Full-Time / Part-Time / Commission-Based


We are looking for motivated and purpose-driven individuals to join our team as Financial Advisors. As an FA, you will play a key role in helping clients achieve financial security and success through proper financial planning, investment strategies, and protection solutions.


  • Build and maintain long-term relationships with clients
  • Assess clients financial needs, goals, and risk tolerance
  • Recommend suitable insurance and investment products
  • Create personalized financial plans for clients
  • Educate clients on financial literacy and wealth management
  • Conduct regular reviews and updates to clients financial plans
  • Stay updated with financial products, market trends, and industry regulations
  • Attend training sessions, team meetings, and events
Highlights
  • Company name
    Trillion Jade - Pru Life UK
  • Job position
    Financial Advisor
More details
  • This is a part-time job.
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