Financial Consultant
Skyeline Summit LIA - a General Agency under Pru Life UK Makati
A Financial Consultant is a professional who provides advise and guidance to individuals, businesses, or organizations regarding their financial matters. Their job description typically includes:
- Financial Analysis
- Investment Advice
- Retirement Planning
- Tax Planning
- Risk Management
- Estate Planning
- Debt Management
- Financial Education
- Market Research
- Client Relationship Manaagement
- Compliance and Regulations
- Customized Solutions
- Graduate of any 4 year course; Fresh graduate are highly encouraged to apply
- Excellent communication and interpersonal skills
- Excellent problem-solving skills
- Good communication and presentation skills
- Excellent problem-solving skills
- Goal oriented entrepreneur mindset
- Ability to work independently and as part of a team
- No experience needed but willing to be trained
Hannah Joy Bernardo Insurance AgentPasig, 6 km from Makati
for individuals with a bachelor's degree in any field and a strong passion for empowering Filipino families through financial security....
Golden Empire Summit Life Insurance Agency (GESLIA Pru Life UK)Makati
financial decisions across different life stages
• Develop business by acquiring and building individual and corporate clienteles
• Manage, develop, and train a group of financial consultants.
Benefits and rewards
• Work-from-home setup
• Time
• Time...
Manila, 6 km from Makati
Job Description
Posted on 30 April 2025
• Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients.
• Maintaining good relationships with existing clients and adapting...