Financial Consultant
Full-time
PRU life UK (Prime Summit)
Job Title: Financial Advisor
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.
Vacancy posted 22 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Mandaluyong vacancy
30000 - 60000 Php
...Financial Advisor Opportunity (Commission-Based) Prime Summit Life Insurance Agency A Branch of Pru Life UK About the Opportunity We are offering a business opportunity, not employment. This role is for individuals who want to build a career as a Financial...- ...Pru Life UK ) is looking for Part-Time (or Full-Time) Insurance Agents and Aspiring Millennial Managers to raise awareness about Financial Freedom. JOB DESCRIPTION: Explains the type of financial services to the clients. Assesses the client's financial situation...
- ...the following: Implement strategies and initiatives to ensure the accomplishment of personal monthly sales targets Manage the financial portfolio of existing and new clients Conduct financial awareness seminars for specific organizations and corporations...
- ...We are hiring for FINANCIAL SYSTEMS CONSULTANT Qualifications : Bachelor's degree in Accounting, Finance, or related discipline. CPA or CMA certification is preferred. Demonstrated hands-on experience performing statutory financial consolidation, corporate...
- ...Responsibilities The Consultant will be involved in or participate in the development and delivery of any of the following documents... ...experience in SAP FSCM consulting. ~ Strong understanding of financial processes and SAP integration points. ~ Experience with S/4HANA...
- ~ A Financial Advisor helps individuals and businesses manage their finances, plan for the future, and protect their assets through... ...management and savings strategies. ~ Insurance Sales & Consultation ~ Assess clients’ insurance needs and recommend suitable policies...
- ...Financial advisers at Pru Life UK typically have a multifaceted role that involves advising clients on financial matters and helping... ...description for a financial adviser at Pru Life UK: 1. Client consultations 2. Financial Planning 3. Conducts marketing activities...
- ...Spread financial literacy to Filipinos. Help your fellow Filipinos to save and invest, learn how to live well even in the most challenging times of their lives. Life & Health Insurance Savings / Investment Education Funding Retirement Preparation Critical...
- ...Position description As a S/4HANA Finance Consultant, you will be the part of our team of experts responsible for creating a detailed... ...• Product Costing • Asset Accounting & Project Systems • Financial Supply Chain Management • Treasury & Banking • Business Planning...
- ...Diversified Technologies, Inc. is looking for an experienced SAP FICO Consultant (Band 3+) to join our growing team. The ideal candidate will... ...to-end configuration and support for SAP FICO modules (FI – Financial Accounting, CO – Controlling). Conduct business process...
- Travel Agent | Marketing - will handle customers |clients and service in the Travel & Tourism Industry - Manage Marketing - Sales- Reservations. Willing to be trained, Can do occasional Multi tasking Can work with minimal observation. Willing & can handle pressure...
- ...Description Provide financial guidance and analysis to enhance business decision-making. Assist in product costing to improve profitability... ...Level: 1–3 years of relevant experience in financial consulting or analysis Skills and Competencies: Proficiency in...
775000 $ per day
...Job Summary As an SAP SD/CX Consultant, you will be the part of our team of experts responsible for creating a detailed blueprint... ...holistically, supporting our people’s physical, mental, and financial health. We also provide opportunities to keep skills relevant...- Proven experience in sales or business development Preferably with experience dealing with architects, project managers, developers, or property owners Strong communication and presentation skills Self-motivated, goal-oriented, and able to work independently...
- Assist clients in planning and booking travel itineraries. Provide expert advice on destinations, accommodations, and tours. Manage travel arrangements, including flights, hotels, and transportation. Maintain excellent relationships with clients and vendors. ...
- Handles billing and payment inquiries. Resolves account issues and discrepancies. Processes transactions accurately. Ensures data confidentiality and compliance.
- ...SAP BTP Consultant Location: Taguig City, Philippines (Onsite) Contract Duration: 6 Months Step into a high-impact role where SAP BTP expertise meets real-world innovation! We’re looking for a skilled SAP BTP Consultant to help configure, customize, and drive...
- ...An SAP FICO Consultant for S/4HANA handles the design, configuration, and implementation of Financial Accounting (FI) and Controlling (CO) modules in the SAP HANA environment . Key duties involve gathering business requirements, managing system integration (e.g., MM,...
- ...Qualifications: Bachelor's degree in Marketing, Communications, or related field. Experience Level: 1-3 years of experience in media consulting or sales. Skills and Competencies: Strong knowledge of sales strategies and Out-Of-Home (OOH) advertising....
- Develop and maintain relationships with clients to understand their needs. Present and demonstrate product features and benefits. Achieve sales targets and contribute to team goals. Provide after-sales support and follow-up. Stay updated on industry trends ...
- Drives revenue by identifying prospects, presenting product solutions, negotiating contracts, and closing sales to meet or exceed targets . They manage client relationships, maintain detailed records, and provide post-sale support to ensure satisfaction. Key roles involve...
- ...The sales consultant is responsible for assisting customers, promoting products or services, and achieving sales target by providing excellent customer service. The role involves understanding customer needs, offering appropriate solutions, and maintaining strong customer...
- ...Responsibilities Responsible conducting cold call to prospect clients Initiate in setting client meeting for financial planning Identify the financial status of the client by determining the investment risk profile, income, expenses, saving and other information...
- ...Responsibilities Analyze financial data to identify trends and opportunities for improvement. Assist in the preparation of budgets and periodic forecasts; monitor performance. Develop and maintain financial models for strategic planning and investment analysis...
- ...KEY FUNCTIONS/DUTIES AND RESPONSIBILITIES: Monthly consolidation and analyses of the financial statements of FLI and its subsidiaries for ExCom Review of the financial statement supports and required schedules prior to submission to management. Aids in preparation...
- ...of the role. Key Responsibilities - Actively seek referrals and handle leads from our partnered bank. - Provide needs-based financial advice and recommend appropriate products to clients. - Meet or exceed performance targets set by management. - Support post-...
- ...Job Summary: We are seeking a Sales Consultant to drive clinic revenue by converting inquiries into sales, recommending appropriate treatments and packages, and ensuring a seamless client experience. The role focuses on achieving sales targets, building strong client...
- ...What you’ll do Help keep financial records accurate and organized Prepare journal entries and reconciliations Support month-end closing and reporting Assist with audit requirements Learn how Finance works in a growing regional company You might be a...
- Description Engage with clients to understand their needs and provide tailored solutions. Conduct market research to identify prospective customers and new opportunities. Develop and maintain strong relationships with clients to ensure satisfaction and loyalty...
- ...years ago, they rank among the most reliable car manufacturers in both the Philippines and Japan. Position Details Position: Financial Admin Officer Industry: Manufacturing Company Work Location: Mandaluyong City Work Schedule: Monday to Friday (...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
