Financial Consultant

Pru Life UK • pasay, metro manila • Posted June 09, 2026

About the Role

Responsibilities

  • Provide expert financial advice to clients to help them achieve their financial goals.
  • Analyze clients' financial situations and develop tailored financial plans.
  • Conduct regular reviews of clients' portfolios and suggest adjustments as needed.
  • Build and maintain strong relationships with clients through effective communication and support.

Requirements

  • Educational Qualifications: Any course with Bachelors degree
  • Experience Level: 0-1 year of experience in financial consulting or a related field.
  • Skills and Competencies: Strong analytical skills and attention to detail.
  • Skills and Competencies: Excellent communication and interpersonal skills.
  • Qualities and Traits: Proactive approach and willingness to learn.

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