Financial Coach

PRU life UK (Prime Summit)

RM3.4-5.5K[Bulanan]
Hibrid - MandaluyongTiada Pengalaman DiperlukanSarjana MudaSepenuh-masa
Kongsi

Keterangan Kerja

Manfaat

  • Pengiktirafan dan Ganjaran Pekerja

    Komisyen, Bonus Prestasi, Hadiah Ulang Tahun, Penilaian Tahunan, Anugerah Pekerja Bulanan, Program Pengiktirafan Pekerja, Insentif, Hadiah Suku Tahun

  • Faedah Mandat Kerajaan

    Pinjaman Pekerja

  • Insurans Kesihatan & Kesejahteraan

    HMO

  • Lain-lain

    Acara Sosial Syarikat

  • Faedah Tambahan

    Lawatan Tahunan Syarikat, Makanan Percuma, Pelan persaraan

  • Pembangunan Profesional

    Program Mentorship, Pembangunan Profesional

  • Cuti & Pelepasan

    Cuti Hari Jadi, Waktu Rehat Sukarelawan

  • Keseimbangan Kerja-Kehidupan

    Waktu Fleksibel, Bekerja dari rumah

Baca Lebih Lanjut

Job Title: Financial Coach 

Location: Unit 173, 17th Floor Columbia Tower Brgy. Wack-wack, Ortigas Ave. Mandaluyong City

Job Type: Full-time/Part-time


Job Summary:

  • We are seeking a knowledgeable, client-focused Financial Advisor to join our team. The ideal candidate will provide expert financial guidance to clients by helping them achieve their short- and long-term financial goals. 
  • This includes investment planning, retirement strategies, risk management, and estate planning. The Financial Advisor will build strong client relationships and deliver personalized financial advice with the highest level of professionalism and ethical standards.


Key Responsibilities:

  • Assess clients' financial goals, current financial situations, and risk tolerance.
  • Develop customized financial plans, including investments, savings, insurance, and retirement strategies.
  • Advise clients on asset allocation, portfolio management, and investment options.
  • Monitor clients’ accounts and regularly review financial plans to ensure goals are on track.
  • Stay informed about financial trends, regulations, and products to provide up-to-date advice.
  • Cultivate and maintain long-term relationships with clients through regular communication and exceptional service.
  • Comply with all industry rules and regulations
  • Generate new business through referrals, networking, and prospecting.


Required Qualifications:

  • Bachelor’s degree in any four-year course from an accredited institution.
  • Must be currently residing in Metro Manila or nearby areas for ease of client engagement and occasional in-person meetings.


Compensation & Benefits:

  • Flexible work arrangements available (hybrid or remote setup based on role requirements and performance)
  • Performance-based compensation structure with unlimited earning potential through commissions.
  • Support for professional development, including training programs and assistance with licensing requirements.
  • Opportunities for incentives, bonuses, and recognition programs based on individual and team achievements.


AdapatableGrowth MindsetLeader MindsetKemahiran Berorganisasi
Preview

Ruben Bien Puyot

HR ManagerPRU life UK (Prime Summit)

Tempat Bertugas

The Columbia Tower. H3V4+QFQ, Ortigas Ave, Mandaluyong, Metro Manila, Philippines

Disiarkan pada 08 November 2025

Laporkan

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