Part Time Financial Consultant with HMO
Pru Life UK
Date: 3 weeks 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.
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