Financial Advisor at Pru Life UK

Makati City, National Capital Region

Posted 4 days ago


Company:: Jobscloud
Company Description:: Welcome to FirstBPO, a leading Business Process Outsourcing (BPO) company dedicated to providing exceptional outsourcing solutions to businesses worldwide. With a commitment to excellence, we strive to meet our clients diverse needs and exceed their expectations through our high quality services.
Contract Type:: Part Time
Experience Required:: No Experience
Education Level:: Bachelor’s Degree
Gender:: Any
Number of vacancies:: 1

Job Description

A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional’s job duties include:

Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Securing stocks and bonds and establishing progressive savings accounts
Moving money from accounts per industry and federal regulations
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base