Financial Consultant, Makati
Financial Consultant, Makati
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Makati, Philippines -
Last edited: less than a month ago
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Description
- Provide expert financial advice to clients on investment strategies, tax planning, and retirement planning.
- Analyze clients' financial status and develop personalized financial plans.
- Monitor and review financial portfolios regularly to ensure alignment with client goals.
- Educate clients on financial products and services.
- Build and maintain strong client relationships for long-term success.
Highlights
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Company namePruLife UK - Team Jed -
Job positionFinancial Consultant
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Financial Consultant has been posted in the Bel-Air Accounting, Financing & Banking category on Locanto.
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