Financial Consultant
Part-time
Pru Life UK - Monica Ramiento
Description - Assist clients in understanding their financial options and planning for future financial goals.
- Conduct comprehensive financial assessments to determine clients' needs.
- Provide tailored investment strategies based on individual risk profiles.
- Monitor and review clients' financial plans regularly, adjusting as necessary.
- Educate clients on market conditions and investment opportunities.
Requirements
- Educational Qualifications: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- Experience Level: Junior (0–2 years).
- Skills and Competencies: Strong analytical skills and attention to detail.
- Qualities and Traits: Excellent communication and interpersonal skills.
- Responsibilities and Duties: Ability to build and maintain client relationships.
- Working Conditions: Willingness to work flexible hours to accommodate client needs.
Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Pasig vacancy
- ...Responsibilities Provide personalized financial advice to clients regarding insurance and superannuation products. Analyze clients’ financial situations to develop tailored strategies for wealth accumulation and protection. Educate clients about insurance policies...
- ...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...
- ...Description: Help individuals and families secure their financial future. We are looking for motivated individuals who want a flexible, high-income career helping clients with protection, savings, and investment planning. Responsibilities: • Provide financial advice...
- ...Provide clients with advice on financial matters, making recommendations on ways to best utilize their money. Advises clients on products and services available, ensuring they are aware of and understand those that best meet their needs, expand their financial portfolio...
- ...Create customized financial plans and strategies to help clients meet their short-term and long-term objectives. To sell life insurance products and recruit potential teammates. Preferably a bachelor’s degree. Strong analytical, communication, and interpersonal...
- ...Are you someone who enjoys meeting new people and listening to their stories? Are you a natural problem-solver who sees a financial gap and immediately starts building a bridge? Are you unfazed by the word "No" because you know every "Yes" changes a life? If so, you...
- 1. Financial Operations & Analysis Quality Assurance: Ensures the accuracy and defensibility of financial reports through rigorous review of significant accounts. Analytical Reporting: Analyzes full sets of financial statements (Balance Sheet, Income Statement,...
- ...multidisciplinary team, including Junior Managers and Senior/Junior Consultants, ensuring clear goal alignment and performance excellence.... ...professional proposals and Bill of Activities (BOA). 4. Financial & Business Acumen Portfolio Management: Manages the Annual...
- ...part-time or full-time job opportunity in the life insurance, sales, and financial services industry and willing to be mentored. We are currently expanding our team. Being an Investment Consultant is a freelance job with a lot of incentives (such as training,...
30000 - 50000 Php
...Financial Sales Associate What's in it for you? Flextime Work from home Commission Quarterly performance bonus Cash incentives Life insurance Report only 2–3 times a month in the office Learning opportunities and in-house training Part-timers...- ~Job Purpose: The SAP FI Consultant is responsible for the analysis, design, configuration, implementation and support of the SAP FI areas... ...between separate functional modules of SAP and provide financial expertise into the definition and resolution of issues in this...
- ...We’re looking for a driven and practical Business Development Consultant to help us grow our impact in our Philippines office. If you... ...supporting entrepreneurs, small business owners, and youth through financial literacy, digital access, and business training. We're...
- ...The Loan Consultants Coordinator plays a key role in supporting and managing relationships with assigned Loan Consultants. This position... ...Leadership: Proven ability to lead and supervise teams in the financial industry, providing guidance, support, and feedback to ensure...
- ...What is your mission? We are looking for a highly analytical Financial Underwriter to review loan applications, assess borrower risk, evaluate creditworthiness, and support the structuring of financing transactions. The role is responsible for credit analysis, loan...
- ...Position Title: NetSuite Product Consultant Work Arrangement / Work Shift: Role Overview: We are looking for a Product Consultant... ...regulatory reporting electronic invoicing statutory financial reporting country-specific ERP functionality About Atticus...
- ...and workforce management solutions to mid-market businesses. Their product is a highly configurable cloud ERP platform covering financials, inventory, workforce management, and payroll, used by hundreds of businesses across AU and NZ. The Opportunity You will report...
- • Assist guests & travel partners with cruise bookings • Handle reservations, inquiries, and package details • Provide excellent customer service • Entry-level sales + travel account QUALIFICATIONS: • High School / Senior High School Graduate (All welcome...
- Assist clients with their travel inquiries including flights, hotels, insurance, and visa requirements Make and manage bookings using the GDS system Provide tailor-made travel solutions and quotations Ensure a smooth and professional customer journey from inquiry...
- ...The Senior Financial Analyst will also serve as an Internal Auditor who will evaluate financial health, process integrity, and operational efficiency across the corporate group, focusing on strategic FP&A, risk controls, and executive reporting. Financial Analysis &...
- Handles billing and payment inquiries. Resolves account issues and discrepancies. Processes transactions accurately. Ensures data confidentiality and compliance.
- ...Description Analyze financial data and create financial models to support business decisions. Prepare monthly, quarterly, and annual financial reports for management review. Conduct variance analysis to identify trends and areas for improvement. Work closely...
- ...Description Analyze financial data and translate into actionable insights. Prepare monthly financial reports and forecasts to support decision-making. Assist in budgeting and financial planning processes. Conduct variance analysis to identify trends and irregularities...
- Maintain order and oversee day to day activities of the clinic. Receive, schedule, and follow up patients for the clinic. Handle personal and digital inquiries for the clinic. Arrange and organize files, papers and activities for the clinic. Assist doctor during...
- FICO Testing Console Validation Integration with Concur Solution to S/4AHANA, BAVDI/BAPI customization. Experience in Concur Implementation
- Build and maintain relationships with clients to drive sales growth. Identify and pursue new business opportunities through prospecting. Present and demonstrate products to potential customers. Achieve or exceed sales targets as set by management. ...
- Responsible for advising and assisting our clients with the correct immigration solutions for their needs. Develop and maintain relationships with clients to understand their needs and offer tailored solutions. Collaborate with team members to create engaging presentations...
- Responsibilities Conduct system training System implementation Application support Analyze client requirements System quality testing Project documentations System demo Job Requirements Graduate of any Business Course related to Admin and HR...
- ...Description Analyze financial data and generate reports to support decision making. Assist in budgeting and forecasting activities. Monitor financial performance and identify trends. Prepare presentations for stakeholder meetings. Collaborate with cross-...
- Maintain and regularly update Accounts Receivable (AR) Reports Record and input collections into the ERP system Responsible for collecting BIR Form 2307from clients Support the finance team in day-to-day accounting tasks Graduate of a 4-year college course...
- ...SYSTRA is one of the world's leading engineering and consultancy groups specialising in public transport and sustainable mobility. With... ...order to invent the mobility of tomorrow. Context The Financial Accountant is responsible for the preparation, validation and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
