Financial Advisor
AXLIA Pru Life UK - Team Ruthie
Remote Details
Open Country：Philippines
Language Requirements：English | Filipino
Job Description
Benefits
Employee Recognition and Rewards
Performance Bonus
Insurance Health & Wellness
Health Insurance, Life Insurance
Professional Development
Career Development
- Provide financial advice, develop client portfolios, and conduct market analysis.
- Provide personalized financial advice and planning services to clients.
- Analyze clients' financial situations and goals to create tailored strategies.
- Monitor investment portfolios and recommend adjustments as needed.
- Educate clients on financial products, investment options, and market trends.
- Build and maintain strong client relationships for long-term success.
- Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or any related course.
- Experience Level: No prior experience required; entry-level candidates are welcome.
- Skills and Competencies: Strong wealth management knowledge, excellent communication and interpersonal skills.
- Working Conditions: Typically office-based with potential for remote work; regular client meetings.
- Qualities and Traits: Highly motivated, detail-oriented, with strong analytical and problem-solving abilities.
Ruthie Beatrix Eneria
Assistant Unit ManagerAXLIA Pru Life UK - Team Ruthie
Active today
Posted on 11 May 2026
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101-500 Employees
Insurance & Superannuation
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