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Financial Consultant

Pru Life UK
Philippines
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  • Posted 25 days ago
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Job Description

  • We are seeking a knowledgeable, client-focused Financial Consultant to join our team. In this role, you will work directly with clients to understand their financial goals, develop customized plans, and provide expert advice on investments, retirement planning, insurance, estate planning, and other financial matters.

Key Responsibilities

  • Assess clients financial goals and develop strategic financial plans
  • Provide guidance on investment strategies, portfolio management, and financial products
  • Monitor and adjust client portfolios to align with changing needs and market conditions
  • Educate clients on budgeting, savings, taxes, and insurance planning
  • Maintain strong client relationships through regular reviews and communication
  • Ensure compliance with financial regulations and industry standards
  • Collaborate with other financial professionals as needed

Career Perks

  • Permanent WFH
  • Willing to be trained FREE online
  • With stable internet connection
  • Hybrid set up (work-frome-home)
  • Not involved in networking
  • Fresh graduate are welcome to apply
  • Graduate of any 4 year course
  • Willing to be trained FREE online
  • With stable internet connection
  • Hybrid set up (work-frome-home)
  • Not involved in networking
  • Fresh graduate are welcome to apply

More Info

Job Type:
Permanent Job
Industry:
Insurance
Function:
Finance
Employment Type:
Full time

About Company

Pru Life UK

Job ID: 147589771

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Last Updated: 16-05-2026 09:36:18 AM
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