wealth Management advisorPru Life UK - Alexandrite 2 (Team Kline)

Working with individuals, families and businesses by helping them understand their financial circumstances and how to reach their short-term and long-term financial objectives
Providing suitable financial solutions in accordance to their total annual income, dependents, debt obligations, monthly expenses, current investment holdings, future estate tax liabilities, existing insurance policies, etc. through various positioned insurance plans
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients
Leading and mentoring financial advisors towards excellence
Incorporating strategies to meet productivity, recruitment and activation targets
Maintaining the awareness on latest legislative changes that may affect financial planning
Workbank

Manila City, Metro Manila
Permanent
Full-time