Financial Advisor

Pru Life Insurance Corporation of U.K - Black Orcas

£260-390[月薪]
混合办公 - 巴石無需經驗本科兼職
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職位描述

福利待遇

  • 員工表彰與獎勵

    佣金, 績效獎金, 月度獎, 獎勵機制

  • 職業發展

    工作培訓

  • 工作生活兩不誤

    彈性時間, 居家辦公

簡介

  • Provide personalized financial planning and investment advice.
  • Assess clients' financial situations and goals.
  • Develop tailored strategies for wealth management.
  • Stay updated on financial regulations and market trends.
  • Build and maintain strong client relationships.
  • Monitor and adjust clients' portfolios as needed.
  • Educate clients on financial products and services.

職位要求

  • Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or related field.
  • Experience Level: No prior experience required; recent graduates are encouraged to apply.
  • Skills and Competencies: Strong interpersonal and communication skills, knowledge of wealth management strategies.
  • Responsibilities and Duties: Assist clients in financial planning, provide investment advice, and manage client portfolios.
  • Working Conditions: Office environment with occasional client meetings; flexible hours may apply.
  • Qualities and Traits: Analytical mindset, proactive, empathetic, and detail-oriented.
人際溝通能力溝通技巧財富管理
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Darwin Valeriano

HR OfficerPru Life Insurance Corporation of U.K - Black Orcas

今天回覆 0 次

工作地址

Unit 805, One Corporate Centre, Julia Vargas Avenue, Meralco Ave, Ortigas Center, Pasig, Metro Manila, Philippines

發布於 27 March 2025

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Pru Life Insurance Corporation of U.K - Black Orcas

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超過 1000 人

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