Part Time Financial Consultant with HMO
Pru Life UK
Date: 21 hours ago
City: Mandaluyong City
Contract type: Part time
A Financial Advisor provides clients with guidance on financial planning, investments, insurance, retirement, and wealth management. They assess clients’ financial needs and help them make informed decisions to achieve their long-term financial goals.
Key Responsibilities
Meet with clients to assess their financial needs, goals, and risk tolerance.
Develop customized financial plans that align with client objectives.
Provide advice on investments, estate planning, retirement planning, tax strategies, and insurance.
Monitor client accounts and investment portfolios to ensure performance and suitability.
Stay informed about market trends, financial regulations, and economic conditions.
Build and maintain strong relationships with clients through regular communication.
Educate clients on available financial products and services.
Ensure compliance with all financial laws and regulations.
Key Responsibilities
Meet with clients to assess their financial needs, goals, and risk tolerance.
Develop customized financial plans that align with client objectives.
Provide advice on investments, estate planning, retirement planning, tax strategies, and insurance.
Monitor client accounts and investment portfolios to ensure performance and suitability.
Stay informed about market trends, financial regulations, and economic conditions.
Build and maintain strong relationships with clients through regular communication.
Educate clients on available financial products and services.
Ensure compliance with all financial laws and regulations.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Anti-Money Laundering Specialist
Maya,
Mandaluyong City
2 days ago
OverviewThe ANTI-MONEY LAUNDERING COMPLIANCE SPECIALIST/ SR. SPECIALIST essentially acts as representative of the Risk and Compliance Office as an advisor and drives the implementation of the Money Laundering and Terrorist Financing Prevention Program and ensuring the company is compliant to all AML/CTF rules and regulations.What you will do:Policies and Procedures: Design, Implement and Evaluate the AML Compliance ProgramHelp develop internal...
Supervisor HR Services (Ticketing/Case Management)
Vertiv,
Mandaluyong City
3 days ago
Job Summary JOB DESCRIPTION This role is expected to fully manage the HR Services ticketing team (AskHR) with the high possibility of supervising other teams as the HR Services function expands its operations. The role is expected to manage these teams to ensure achievement of service level agreements and performance metrics agreed with the customer. Initiate innovative programs, drive process...
Client Care Agent Representative.
Sapient Global Services,
Mandaluyong City
1 week ago
Easy, no-hassle and Fast One-day Hiring process! Earn up to 25k monthly plus more benefits! We are looking for a Customer Service Representative in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!Responsibilities Handle customer inquiries, provide solutions, and resolve issues across various channels. Offer accurate information about products, services, and company policies. Process...
