Financial and Wealth Planner
Skyeline Summit LIA - a General Agency under Pru Life UK
- Makati, Philippines2/F, H. V. Dela Costa, Bel-Air, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippinesTELECOMMUTE
- ₱35,000.00 - ₱150,000.00 / monthPHP3500015000035000MONTH
- Part timePART_TIME
Posted a month ago and deadline of application is on 30 May
Recruiter was hiring 3 days ago
2024-03-31T04:47:40.719717+00:002024-05-30T16:00:00+00:00Job Description
- Conduct thorough financial assessments of clients' current situations to understand their unique financial goals, risk tolerance, and investment preferences.
- Provide expert guidance and recommendations on various investment strategies, asset allocation, and wealth management to clients.
- Analyze and stay updated on market trends, economic developments, and regulatory changes that may impact clients' financial portfolios.
- Construct customized financial plans and investment portfolios tailored to individual clients' needs, ensuring alignment with their objectives.
- Educate clients on financial principles, empowering them to make well-informed decisions about their wealth and investments.
- Communicate and present financial reports, proposals, and investment strategies clearly and comprehensively to clients.
- Build and maintain strong, long-term client relationships through consistent communication, trust-building, and responsive service.
- Implement and manage financial strategies, regularly reviewing and adjusting clients' portfolios to optimize performance.
- Ensure compliance with industry regulations, ethical standards, and company policies in all financial advisory activities.
- Monitor and evaluate the performance of clients' investments, making data-driven recommendations for adjustments as necessary.
- Deliver exceptional financial solutions and support, prioritizing the financial well-being and goals of each client.
Minimum Qualifications
- Graduate of any 4-year course; Fresh graduates are highly encouraged to apply
- Good communication and presentation skills
- Excellent problem-solving skills
- Exceptional customer service skills
- Interpersonal skills in building and maintaining client relationship
- Proficient in all basic Microsoft Office applications
- No experience needed but willing to learn and be trained
- Ability to work independently and as part of a team
- A valid insurance license (or willingness to obtain one)
- Results-driven and goal-oriented mindset
- Willing to attend onsite meetings in Makati (two Saturdays a month)
Perks and Benefits
Flexitime
Free Lunch or Snacks
Work from Home
Performance Bonus
Medical / Health Insurance
Other
- Time Flexibility and Work Life Balance
- Work Anytime, anywhere
- Enjoy Weekly Income,
- Quarterly Bonus
- Monthly Cash Incentives
- Branch and Unit Monthly Lunch/Dinner/Night Out Incentives
- Local and International Travel Incentives
- HMO and Group Life Insurance for Achievers
- Agents Savings Plan
- Purposeful Career
- Career and Personal Development
- Fast-paced promotion (become a manager as early as 6 months)
- Strong Support and Mentoring System
- Cultivate Entrepreneurial Aspirations
Required Skills
- Organizing and Planning
- Relationship Management
- Presentation Skills
- Persuasion and Negotiation
- Needs Analysis
- Rapport Building
- Selling
Preferred Courses
- Business Administration [Marketing & Advertising Management]
- Business Administration [Human Resource Management]
- Business Administration [Financial Management]
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Always
- Office Address
- H. V. Dela Costa, Bel-Air
Feel secure when applying: look for the verified icon and always do your research on a company. Avoid and report situations when employers require payment or work without compensation as part of their application process.
About Skyeline Summit LIA - a General Agency under Pru Life UK
Skyeline Summit Life Insurance Agency is a leading affiliate of Alexandrite 2 District, the biggest and most successful district of Pru Life UK - the leading insurance company in the Philippines.
We commit to promote protection and a brilliant future to Filipino families. We also uphold and improve the quality of service delivered by our strong and knowledgeable Advisers.
Led by MDRT leaders, Skyeline Summit LIA is determined to grow while it maintains excellence within our team.
Our newest Financial Advisers enjoy perks and receive the most advanced trainings exclusive to Skyelians.
A lucrative career path awaits you!