Financial Advisor - WAH (Work at Home)

PruLife UK - Team Celyn

₱20-35K[Monthly]
Remote<1 Yr ExpBachelorPart-time
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Remote Details

Open Country：Philippines

Language Requirements：English | Tagalog

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Description

  • Provide personalized financial consulting to clients.
  • Analyze clients' financial circumstances and goals.
  • Develop tailored investment strategies and portfolios.
  • Monitor and adjust plans as needed based on market trends.
  • Educate clients on financial products and services.
  • Build and maintain client relationships for ongoing support.

Requirements

  • Job Title: Financial Advisor
  • Educational Qualifications: Bachelor's degree in any field.
  • Experience Level: Less than 1 year of relevant experience.
  • Skills and Competencies: Excellent communication skills, analytical thinking, and customer service orientation.
  • Responsibilities and Duties: Advise clients on financial planning, investment strategies, and portfolio management.
  • Working Conditions: Work at home, can attend zoom meetings twice a month every Saturday
  • Qualities and Traits: Strong interpersonal skills, detail-oriented, and proactive in addressing client needs.
Good communication skills
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Jocelyn Cado

Assistant Unit Manager / FAPruLife UK - Team Celyn

High response rate

Posted on 23 April 2025

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