Financial Planner - Part Time

Company

Pru Life UK - Team Rhod

Location

makati, Philippines

Type

Full-time

Assess clients' financial needs, goals, and risk tolerance. 
Develop customized financial plans, including investments, insurance, and retirement strategies. 
Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies. 
Monitor and update clients' financial plans based on market trends and life changes. 
Educate clients on financial concepts and risk management 
Maintain long-term relationships with clients and provide ongoing support. 
Graduate of at least any 4-year course 
With internet connection 
Preferably with laptop or tablet device 
Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting) 
No experience required 
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