Financial Advisor

AXLIA Pru Life UK - Team Ruthie

₱20-40K[Monthly]
RemoteNo Exp RequiredBachelorPart-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

Benefits

  • Employee Recognition and Rewards

    Performance Bonus

  • Insurance Health & Wellness

    Health Insurance, Life Insurance

  • Professional Development

    Career Development

Description

  • 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.

Requirements

  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
  • 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.
Wealth ManagementCommunication SkillsInterpersonal Skills
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Ruthie Beatrix Eneria

Assistant Unit ManagerAXLIA Pru Life UK - Team Ruthie

Active today

Posted on 19 May 2025

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