Financial Advisor

AXLIA Pru Life UK - Team Ruthie

₱20-40K[Monthly]

RemoteNo Exp RequiredBachelorPart-time

Open Country：Philippines

Language Requirements：English | Filipino

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Provide financial advice, develop client portfolios, and conduct market analysis.
Provide personalized financial advice and planning services to clients.
Analyze clients' financial situations and goals to create tailored strategies.
Monitor investment portfolios and recommend adjustments as needed.
Educate clients on financial products, investment options, and market trends.
Build and maintain strong client relationships for long-term success.

Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
Experience Level: No prior experience required; entry-level candidates are welcome.
Skills and Competencies: Strong wealth management knowledge, excellent communication and interpersonal skills.
Working Conditions: Typically office-based with potential for remote work; regular client meetings.
Qualities and Traits: Highly motivated, detail-oriented, with strong analytical and problem-solving abilities.

Wealth ManagementCommunication SkillsInterpersonal Skills